“Jeff was a breeze to work with. Not only was he very responsive and reliable, he was personable and sensitive. He’s very quick on his feet and is a “problem avoider”. His ability to recognize issues before they arise is unparalleled. I highly recommend Jeff as a fiduciary.” – Robert P., Real Estate Agent

“I worked with Jeff, an East Bay fiduciary, on an extremely difficult case. He went above and beyond the call of duty for myself and for the client and helped us reach a result that satisfied a lot of different, difficult parties.  He is extremely financially sophisticated, patient, and has great people skills.” – Curtis K., Attorney