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Jeff Ingersoll, CIMA®, AIF®, QPFC®

Jeff Ingersoll, CIMA®, AIF®, QPFC®

CIO | Co-Founder | Shareholder

A financial professional since 1980, Jeff has the in-depth knowledge of financial issues that comes from over three decades of experience.  His credentials include a B.S from Brigham Young University, Emphasis: Family Financial Planning and Counseling.  Designations/Certifications: Certified Investment Management Analyst (CIMA®) from the highly-acclaimed Wharton School of Business, University of Pennsylvania (See ANSI declaration below), Certificate in Fiduciary Governance – Thunderbird School of Global Management - Walker Center for Global Entrepreneurship, Qualified Plan Financial Consultant (QPFC®) – American Society of Pension Professionals and Actuaries, Accredited Investment Fiduciary (AIF®).  Jeff is also a contributing member of several professional associations.

Jeff is an avid sports enthusiast who enjoys reading, gardening, big band jazz, playing the piano and watching movie classics. Jeff and his wife Cindi greatly treasure their relationships with family and friends.