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Location: San Diego, California
Favorite Beverage: Ice water with lemon
First Live Concert: Whitney Houston on Boston Commons in 1985 (sorry, not as “cool” as the others…)
Least Favorite Chore: Sitting in a plane

Virtual Bookkeeper

Professional Experience

Prior to joining Summit CPA Group, Jeff spent many years as an Accountant, Controller and CFO for small to medium sized companies in Massachusetts, California and Arizona. He also spent several years at the University of Arizona managing federal grants. At the smaller companies, he quickly learned the importance understanding the wants, needs and desires of the small business owner and learned how to help direct their focus to the best paths for them to meet their goals. Jeff enjoys simplifying complicated information and jargon to a level that everyone easily understands.


After realizing that he wasn’t going to be an artist, Jeff changed his major to Accounting and graduated from the University of Massachusetts at Dartmouth with a Bachelor’s degree and is about to embark on getting his CPA license.

Personal Profile

Originally from the suburbs of Boston, Jeff spent many years in sunny San Diego and Tucson Arizona.  He currently lives in San Diego.  He is married with one 18-year-old cat. After losing two Boston Terriers recently he plans on adopting two more Boston Terrier rescues in the near future. Jeff enjoys being outdoors, exercising, gardening and vegan cooking.

Connect with Jeff


Summit CPA can help you maximize profits, minimize taxes, and build personal wealth, while offering excellent customer service, professionalism, and responsiveness.


Virtual CFO Consultation


401k Audit consultation