Jeff Roberts

Jeff applies his 30+ years of experience in financial services to assist high net worth clients with tax planning, tax reporting, estate planning, retirement planning, and investment management.

In 2024, Jeff earned the Wealth Management Certified Professional (WMCP) designation from The American College, and Jeff is an active member of the Seattle Alternative Investment Association. Jeff has experience as a board member for the Seattle chapters of the Western Pension & Benefits Conference (WP&BC) and the American Society of Pension Professionals and Actuaries (ASPPA). Jeff currently serves on Baird's Registered Assistant Advisory Council (RAAC) where he shares feedback with Baird's leadership teams regarding strategic priorities. In addition, Jeff is an assistant minister at Central Lutheran Church. Jeff enjoys living in Seattle where you will find him kayaking, biking and gardening. Jeff enjoys traveling to the mountains of Idaho, Montana, Oregon, British Columbia and Alberta for skiing and hiking.