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.
Check the Background of This Investment Professional on
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.
Elizabeth McCaffrey
Paraplanning Specialist
Elizabeth McCaffrey has been passionate about the financial services industry for as long as she can remember; however in college, her dreams became clear when she majored in Economics and Managerial Studies as an undergraduate student at Rice University (Class of 2000), and then returned to Rice to earn her MBA in Finance at the Jesse H. Jones Graduate School of Business (Class of 2004). During her time in graduate school, Elizabeth was fortunate to hold positions of Equity Analyst and Assistant Portfolio Manager at FCA Corp, an independent and comprehensive private wealth management firm, in Houston, TX. This experience solidified her desire to help educate and guide individuals and families as they navigate the challenges of planning and securing their financial future.
Elizabeth ultimately decided to return to her home state of California and has held various finance positions, including Financial Advisor for Morgan Stanley Smith Barney in Fresno, CA from 2005 – 2007 as well as Vice President of Administration and Broker for The McCaffrey Group from 2007 – 2023. She is now thrilled to return to the industry she is most passionate about and is looking forward to continuing to help individuals and families reach their financial goals.
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.* Raymond James facilitates an independent approach: one that allows their wealth managers the freedom to provide unbiased advice without influence on investment selections.
* 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.