Jeff joined the Carlson team in 2018, bringing over 15 years of experience in corporate finance. Learning the needs of his clients, working together with them to achieve quality results, and leveraging his solid knowledge of financial reporting and systems, are what fuel him.
Prior to joining Carlson, Jeff held accounting positions at VBT Bicycling and Walking Vacations, GE Healthcare IT, and Marsh Inc. He is recognized for his ability to analyze, prepare, and present accurate and pertinent financial portfolios to internal and external stakeholders.
He is currently responsible for helping clients with Adaptive Insights implementations, inclusive of best practices in financial planning, budgeting, and other financial services. Jeff is Adaptive Insights certified.
When he is not working with numbers, you can find Jeff either on the ski hill, nature trail, or water.
Jeff holds a BBA in Accounting from Western Michigan University.