Jeffrey Zupancic has been actively involved in the financial services industry since 1994, when he was inspired by his father’s example to help people fulfill their dreams by accomplishing their financial goals. With many years of experience in corporate management, as CEO Jeff oversees the goals and processes of all three firms, guiding the unified vison and setting the standards for the unparalleled level of concierge care every client receives.
Honest, open, direct, and approachable are the words that best describe Jeff’s leadership and interaction with clients and those on his team. Calm and level-headed, Jeff likes to simplify complex situations and topics so they are easy to grasp. Clients clearly understand how much he cares through the extraordinary level of concierge service he and his team provide. His greatest reward is helping clients achieve their personal financial goals and helping financial advisors achieve their professional goals.
Originally from the Midwest, Jeff now makes his home in Phoenix where he loves the weather, the mountains, and the cultural diversity. In his leisure time Jeff enjoys golf, travel, water sports, and spending time with family and friends—including his four-legged friend, Levi the Lab, Director of Morale.