Jeb is an Associate Para-planner at SilverOak Wealth Management, joining our firm in 2022.  His primary roles include coordinating with the advisors to prepare financial plans for clients as well as helping prepare materials for client meetings.

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Prior to joining SilverOak in 2022, Jeb worked as a Financial Analyst at a local manufacturing company.  He received his Bachelor of Business Administration in Finance and a minor in Economics from Central Washington University, near Seattle.

 

Education

• Central Washington University, Lynnwood – B.A. Finance, Economics Minor