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We Help Provide the Clarity You Need Today For A More Confident Tomorrow.

Jeff Juniper
The Valley’s Conservative Fiduciary Financial Advisor

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MEET OUR FOUNDER

Jeff Juniper is the Founder and Managing Partner of Juniper Wealth Management, LLC. His firm has been assisting individuals, families, and businesses with their financial challenges since 1995. Jeff is passionate about his work, and he believes that it’s essential to show empathy towards clients. He often quotes, “People don’t care how much you know until they know how much you care.”

Through his interactions with various business owners, executives, professionals, and families, Jeff has noticed a common issue. Many of them lack a comprehensive financial, tax, and estate plan. Additionally, their financial advisor, CPA, and attorneys rarely communicate with each other. According to a recent survey by the American Institute of Certified Public Accountants, 76% of CPAs clients desire a more proactive approach from their CPA.

As a Fiduciary and a licensed series 65 Investment Advisor Representative, Jeff’s main focus is to review each client’s current financial, tax, and estate situation. This includes evaluating a client’s Investments, Tax Efficiency, Business Tax Minimization, and Estate Plan and then educating them on whether they are on track or could make improvements. His objective is to inform, educate, and direct a client to help put them on a path to succeed with confidence

“My greatest satisfaction is when a client tells me that they now have peace of mind knowing they don’t have doubt or feelings of anxiousness about their future. We educate, plan, and execute in the beginning and monitor and make adjustments when the plan is implemented.”

Jeff is a proud father of three successful children with 4 grandsons and 2 granddaughters. He enjoys football, basketball, boating, off-roading, and traveling in his free time.

YOU DESERVE FINANCIAL CONFIDENCE

SCHEDULE MY COMPLIMENTARY REVIEW

MEET OUR TEAM

OPERATIONS & MARKETING TEAM

Laura Gardner

Laura Gardner
Client Services Professional

Madelyne Dingus

Madelyne Dingus
Operations Manager

Laura Nasi

Lauren Nasi
Marketing & Events

Kristen Espinoza
Client Concierge

INVESTMENT MANAGEMENT PARTNERS

Dean Zayed CEO, JD

Dean Zayed CEO, JD

Mark Diorio, CFA

Mark Diorio, CFA

Alex Bobin, CFA

Alex Bobin, CFA

Matt Lovett, CCO

Matt Lovett, CCO

ADVANCED PLANNING PARTNERS

Kevin Beauchamp

Kevin Beauchamp

Jordan Smith, JD, LLM

Jordan Smith, JD, LLM

Marc R. Schechter

Marc R. Schechter

Chad Follett, CPA Tax Planning CPA, MBA in Taxation

Chad Follett, CPA
Tax Planning CPA,
MBA in Taxation

James D’Loughy, Esq.

James D’Loughy, Esq.
Business Planning, Estate Planning, & Asset Protection

Stephen Roellin

Stephen Roellin
Financial Planning

Curtis Wells

Curtis Wells
Financial Planning