As founder of Tiona Financial Services LLC, Jeff provides individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. Jeff started his career with Waddell & Reed on December 15, 1995. At the time, Waddell & Reed’s focus was on working with families, and even today, no matter how large the client, Jeff still keeps that kind of relationship in mind.
He started his own firm in 2000 with the goal of providing a local, independently owned alternative to large, traditional brokerage firms. He has provided tax and financial planning services to individuals and businesses for almost 20 years and understands that clients want advice that is straightforward, understandable, and specific to their needs.
Jeff earned his BS in economics from the University of Oregon and spent the next eight years in several sales management positions while his wife finished medical school and residency. He holds FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses.
Jeff and his family have lived in Colorado since 1997. His wife is the chief medical officer of the Colorado Department of Corrections, and she and Jeff are the proud parents of five beautiful children. Jeff is an active member of the Rocky Mountain Sertoma club and is on the board of the Rustic Hills Improvement Association. He has also been very active in teaching Bible studies for small groups, churches, and prisons for the past 10 years. When he is not working at his office, he spends time at his house in Honduras, scuba diving and fishing.
Client Service Manager
Tina is the client service manager for Tiona Financial Services LLC. She joined the firm in May 2002 and is an invaluable member of the team, responsible for maintaining the Fort Collins office and providing assistance to Jeff and our clients. Her friendly demeanor and enthusiasm for helping our clients are reflected in the way our clients refer to her: as someone they can trust.
Tina has a BS in consumer sciences from Colorado State University. She has been a Denver Bronco fan and season ticket holder for decades. She enjoys spending time fishing and hiking in the mountains. Right now, Tina lives in Fort Collins, Colorado, but she hopes to one day retire to the mountains.
Financial Planning Coordinator
Catherine is a new addition to the Tiona Financial Services LLC office in Colorado Springs. Serving as the financial planning coordinator, Catherine helps Jeff develop financial plans that are customized for each individual client to help them achieve their financial goals. Catherine is good with numbers and independently driven to complete tasks given to her. She is excited to assist in helping Jeff’s clients reach their goals.
Catherine graduated from Colorado State University–Pueblo in 2017 with a BS in psychology. Over the course of the next couple of years, Catherine will be working toward achieving a master’s degree in psychology in order to independently work with families and children with autism spectrum disorder.