Jeff’s extensive experience, knowledge and utilization of a focused planning process helps his clients navigate the complexities of the financial world. Jeff takes great care in tailoring his advice and financial planning to each of his client’s specific needs as he is keenly aware of everyone’s differing goals and life challenges. He prides himself in the pursuit of minimizing risk while helping his clients achieve their goals and visions.

Jeff began his career at Merrill Lynch in Pasadena, California in 1986. In 1995, Jeff joined the Pasadena office of Morgan Stanley Dean Witter, as the branch Sales Manager. Later, Jeff became the Sales Manager of the Los Angeles Morgan Stanley office. In 1999, Jeff was given the opportunity to become the Area Manager of Morgan Stanley offices throughout Idaho, Montana and Wyoming. Jeff, his wife at the time Vickie, and their 3-year old son, Christopher moved to Boise in April, 1999. Jeff joined the Wedbush Securities firm in Boise in October, 2014. Late in 2015, Jeff was given the opportunity to continue to live and work in Boise, Idaho while reestablishing his roots in the Southern California area in the Ontario office. While maintaining his home in Eagle, Idaho, Jeff now divides his time between Idaho and California.


Emy has spent over 26 years assisting clients achieve their financial goals. Emy has been recognized for her work in this area with numerous awards and recognitions during her career, validating her passion for helping clients with the day to day volatility of the financial markets. She understands the need for a personalized and dedicated approach to help clients secure their financial future. Emy offers a wealth of knowledge and resources to draw from in assisting her clients. She holds her FINRA Series 7,9,24,31,63 and 65 licenses.

Emy began her career working at First Interstate Bank, in Los Angeles, California on the Municipal Trading desk in 1986 before transitioning over to assisting individual investors with their portfolios. She has grown her business throughout the years, all the while constantly studying the markets, with a central focus on her clients’ best interests. Emy is a graduate of Cal State University, Northridge where she earned her BA in Speech Communication.

Emy grew up in Glendale, California and now makes her home in the Inland Empire. She is married and has 3 grown children and 2 grandchildren. She is a woman of great faith and her warm and welcoming personality shines through in all aspects of her professional and personal life. Everyone has a story to tell and Emy makes sure that you know she is excited to hear it. Because she truly is. Her everyday motto is to “Shine Humbly with a Grateful Heart”.

Emy is available by phone at 1-800-747-7152 or email at She looks forward to speaking with you.