Our Team
The advisors of Citrus Wealth Management boast extensive financial experience and are backed by a client-centered support staff. Citrus Wealth Management prides itself on neighborly, honest, and loyal client relationships, facilitated by prompt and open communication. Get to know your future financial team below.
Jeff Marvin
President, CWM
Wealth Manager, RJFS
When he was young, Jeff's father opened a small investment account for him. He emphasized the importance of planning for and fostering his financial future. Jeff applied this philosophy to his professional life, graduating from California State University, San Bernardino with a degree in Information Management and Finance. Jeff then began a lifelong career in spreading his father's wisdom. Jeff resides in Yucaipa and is actively involved in the community. He enjoys spending time with his family, golfing, camping, hunting and fishing.
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Will Yeager
Branch Associate
Will is eager to rejoin our family and focus on Client engagement. Will found his passion in this career while he was interning at Citrus Wealth back in 2019. He attended University of San Diego where he earned a Bachelor’s degree in Finance. After graduating from the University of San Diego, he briefly worked as a research analyst for a Mergers & Acquisition company in Newport Beach, CA. Will officially joined Citrus Wealth in 2022 where he learned the necessities of operating a wealth management firm. He will work closely with myself to provide the best possible service and engagement with our Citrus Wealth family.
Michele Huckfeldt
Client Services Coordinator
Michele is the backbone of Citrus Wealth Management. She's been working in client support services for seventeen years, so she knows her stuff. She grew up in Yucaipa and resides in Mentone with her furry children, Shasta and Mikey. Michele currently holds the title of World's Best Aunt, and loves camping and spending time with her family.
Raymond James
Broker/Dealer
Raymond James Financial is the broker/dealer for Citrus Wealth Management. Founded in 1962, Raymond James is a broker/dealer with approximately 8,700 financial advisors and approximately $1.37 trillion in total client assets.*Our affiliation provides access to a broad range of investment choices and resources, allowing us to develop recommendations based on each client’s individual financial circumstances, needs, and objectives.
* Data as of May 8, 2024
AIFⓇ Designation
Jeff is an AIF® designated advisor. Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business. Advisors who earn the AIF® Designation are immediately able to demonstrate the added value they bring to prospective and
existing clients.