Jeff brings leadership skills developed in guiding teams across eight states. These efforts impacted thousands of employees and tens of thousands of customers. Digital technology was integral to communicating with clients on such a large scale. Jeff hopes to bring this spirit of innovation to Wambolt, where quick, easy and secure access to financial planning is a priority.
When asked about his goals at Wambolt, Jeff is quick to talk about clients. “I want our clients to feel good about telling their friends and family that Wambolt is the team to see, and the people they trust to do a tremendous job,” he says.
Please join us in welcoming Jeff. You can reach out to him directly at (720) 962-6700 or via email at jeff.wambolt@wamboltwealth.com.