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.
Director of Investments, Chief Compliance Officer
Mike is the head of investment research, portfolio management, and compliance at ReDefine. Mike's approach to market and investment research relies heavily upon using both fundamental and technical analysis methods, and he believes that risk management should be the foundation of any long-term investment strategy. Mike earned his B.A. in Economics from Colorado College and an M.S. in Finance from the University of Colorado and holds the Chartered Market Technician (CMT®) designation.
Director, Client Advisor
Nicole is the head of client engagement for ReDefine and serves clients as a financial advisor and 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.
Co-Founder, Managing Partner
Jason heads Corporate Development for ReDefine with the primary responsibility of developing and implementing the firm's strategic growth plan. Jason has over 20 years of experience in the financial services industry as a senior executive with Angel Oak Capital Partners, Deutsche Bank AG, Envestnet, and The Bank of New York. He is adept at strategic planning, growing new business, and managing successful teams. He brings a comprehensive knowledge of the structuring, positioning, analyzing, selling, and marketing of a wide array of financial vehicles and products to the ReDefine Family of Companies.
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