Jeff supports mortgage advisors with his knowledge surrounding Opes Advisors’ comprehensive suite of mortgage products. He also has extensive experience with structuring unique and customized deals. Skilled at explaining the details of loan products and processes in plain English, Jeff draws on his significant background in real estate and financing to support the mortgage advisors’ efforts to develop client needs assessments, conduct research, and present clients with a selection of the most appropriate financial solutions.
Jeff began his career as founder of Klein Real Estate in Tahoe City, CA, then moved on to help launch and become a partner at one of the top appraisal firms in California: Property Sciences Group. Most recently he served as Managing Director of Absolute Mortgage Banking, part of the Opes Advisors family.
Jeff holds an MBA from the Haas School of Business at UC Berkeley and a BS in Economics from the University of the Pacific.
Jeff is an enthusiastic skier, hiker, tennis player and motorcycle racer.
Jeff lives in San Carlos with his wife and three children.