Jeff is the Chief Operating Officer for Guideline, the easy, affordable retirement platform trusted by more than 57,000 small and mid-sized businesses to manage ~$17 billion in assets. Jeff has worked in consumer finance for over a decade, including as the Head of Product Strategy at Earnest and as an early exec at Wealthfront, where he was the Vice President of Research & Customer Development. Jeff has a PhD in Management Science & Engineering from Stanford University and an undergraduate degree in Data Science from UC Berkeley.

About Us:

Trusted by over 50,000 businesses and 1 million savers, Guideline offers low-cost, modern 401(k)s you and your team will love. With Guideline Pro, accountants can access tools, support, and perks — and it’s free to join.