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.
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.
Wealth Manager, RJFS
As a young man, Blaine enjoyed discussing finances and stock prices with his grandfather. This interest sparked a career in finance that began in 2013. Blaine holds his Bachelor's degree in Economics, earned his MBA from the University of Redlands, and is an Accredited Asset Management Specialist (AAMS). Blaine and his wife Kelly reside in Running Springs with their twins, Oliver and Ainsley, born in February of 2020. He enjoys being a dad, gardening, and running with his two Border Collies.
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.
As the Marketing Coordinator, Kelly creates and manages all digital content at Citrus Wealth. She is always eager to share a cup of coffee, or three, with clients and her favorite advisor. Kelly obtained her Master's Degree in Curriculum & Instruction from Arizona State University. She loves being the mother of her twins, Oliver and Ainsley, and enjoys hiking and hand embroidery.
Hanna will surely greet you with a warm smile upon entering the office. You can count on her for prompt service and great conversation. Hanna resides in Yucaipa and is currently pursuing her Bachelor’s degree in Clinical Psychology. She enjoys yoga, studying, listening to podcasts, and playing with her mischievous cat, Frederic.
Raymond James Financial is the broker/dealer for Citrus Wealth Management. Founded in 1962, Raymond James is a broker/dealer with approximately 7,800 advisors and $725 billion in 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 December 31, 2018
Jeff & Blaine are part of Concurrent Advisors, an advisor-owned, full service partnership, bringing together elite independent offices with a common vision of transforming the client experience. This network of professionals shares a vision of transforming the client experience. Members meet regularly to exchange practice techniques, investment strategies, and technological advances in the industry.
Both Jeff and Blaine are AIF® designated advisors. 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
Blaine Shira holds an Accredited Asset Management Specalist® (AAMS® ) certificate. AAMS® is a professional designation for financial professionals. The program provides advisors with strong fundamental financial knowledge with an additional focus on asset management.