Co-Founder, Managing Partner
Jeff is the head of the wealth management business at ReDefine. Jeff brings to clients his extensive knowledge and experience in the areas of portfolio design, implementation, and management, as well as his deep understanding of global macroeconomic trend and investment manager analysis. Jeff has decades of experience with banking, trust, tax and estate planning services, as well as in developing customized multi-generational trust and wealth transfer plans designed to manage the impact of estate taxes while still accomplishing personal and humanitarian goals. Jeff has received numerous accolades over his 25 year career and was recognized by Barron’s Magazine as one of America’s Top Financial Advisors for six consecutive years.
Co-Founder, Managing Partner
Jason heads corporate development for ReDefine with the primary responsibility of developing and implementing the firm's strategic growth plan. He has over 20 years experience in the financial services industry as a senior executive with Angel Oak Capital Partners, Deutsche Bank, Envestnet, and The Bank of New York. Jason is also responsible for overseeing the operations of RWM's sister companies, ReDefine Capital Management and ReDefine Capital Partners. Jason brings a comprehensive knowledge of the structuring, positioning, analyzing, and marketing of a wide array of financial vehicles and products to the ReDefine Family of Companies.
Director of Client Engagement
Nicole is the director of client engagement for ReDefine and serves our clients as a financial advisor and a liaison. Nicole strives to ensure that the lines of communication remain open and that each client receives an experience that far exceeds expectations. Nicole believes that each client deserves the utmost respect and personalized attention, and she works diligently to ensure that clients have a clear understanding of their portfolios and of the services available to them at ReDefine. Nicole holds the FINRA Series 7 (inactive) and Series 66 licenses. In addition, she is licensed in life, health, and variable annuities insurance (inactive) with an emphasis in long term care insurance .
Director of Trading, Chief Compliance Officer
Soni is the head of compliance oversight and portfolio trading at ReDefine. Soni brings nearly two decades of experience as an institutional broker, trader, and compliance associate to ReDefine. Soni is responsible for the firm’s compliance with state and federal regulatory securities law, and as Director of Trading, she oversees trade execution for RWM’s Active Asset Allocation Portfolios. With her comprehensive knowledge of financial markets and products, she will also work to enhance the firm’s marketing and brand development efforts. Soni earned her B.S. in Business specializing in Finance & Marketing from Arizona State University and she holds FINRA Series 4, 7, 24, (inactive) and 66 licenses.
Nancy brings 25 years of institutional, capital markets experience to the compliance team. Nancy’s experience includes working with start-up Funds and Advisors at both State and SEC level. On-going CCO support activities include the preparation and maintenance of regulatory filings, updates to firm Policy and Procedures/Code of Ethics, conducting annual reviews, employee training, reviewing RFP’s, advertising data and email, and personal trading reviews. Nancy received her MBA in Finance from San Francisco State University and her Bachelor’s degree in Social Science from University of California, Berkeley. Nancy holds FINRA Series 7, 9/10, 24, 55, 63, and 65 licenses.
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