Financial Advisor
HBW Advisory Services, LLC.
We specialize in turning financial anxiety into financial peace.
Jeff has been helping clients with their financial goals and retirement planning for more than 30 years. In addition, he has been working with the Dave Ramsey SmartVestor / Trusted Advisor program for nearly 14 years. He sincerely enjoys helping others succeed and overcome challenging situations. His team of Advisor's highly value long term client relationships and aim to provide a wide range of expertise and services. Jeff and his wife Denise moved to Idaho in 2019 after more than 50 years in northern California. Their Daughter and Son-in-law also moved to Idaho and they are all enjoying the two Grandson's Sawyer 4 and Kylan 1 and 1/2, grow and experience new things. Jeff loves any activities out doors, especially if it's in the mountains. Viewing wildlife, camping, fishing, hunting, riding horses or just exploring the many back roads that lead to interesting places or visiting a new hot spring to name just a few. License's: Series 65 Investment Advisor Rep, Life Insurance, Real Estate. Licenses held for 36 years but no longer needed. - Series 6, 63, & 26 (Series 6 is commissioned securities license held from 1987 to 2023, Series 63 is State level regs & laws. Series 26 was a Office of Supervision over other series 6 licensed reps.)
Experience
35 years
Firm Size
large
Response Time
within-24-hours
Firm
HBW Advisory Services, LLC.
Number of Clients
430
Average Account Size
250k-500k
Response Time
within-24-hours
Languages
English
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Profile last updated: 04/15/2026
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