Jeff joined Windes in 2007 and is the Partner-in-Charge of the firm’s Audit & Assurance department. He also serves on the firm’s Board of Directors. Jeff has over 20 years of experience in public accounting, auditing both private and public companies. He specializes in financial statement audits and reviews, special reports, and mergers and acquisitions transaction advisory services.
Jeff serves a wide variety of clients in various business services, manufacturing, distribution, construction, real estate, franchises, and various service organizations. His primary focus is on middle-market domestic and multi-national companies, as well as small to large closely-held businesses.
Jeff possesses technical expertise and knowledge in various audit and advisory services, including financial due diligence and quality of earnings studies, and enjoys working with clients to help them achieve their goals.
Education
Bachelor of Arts, Business Administration, Accounting
California State University, Fullerton
Professional Affiliations
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
Community Affiliations
- Mission Viejo Girls Softball, Former Treasurer and Board Member