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Jeffrey Brummett
Wealth Advisor

"My goal is to achieve well being for my clients by creating service solutions to financial challenges."

JEFF BRUMMETT

Jeffrey Brummett comes from a service orientated background in the hospitality industry, working for a world famous resort in Anaheim for over a decade. There, Jeff was able to develop his superior guest service skills that he carries into his practice. Each and every client is treated with both a respectful and welcoming attitude that helps foster a genuine trust. This trust then facilitates a client focused experience that keeps the client’s best interest as the primary consideration.

Born and raised in Orange County California. Jeff graduated from California State University Long Beach, and attended Fountain Valley High School. After a decade of working in the hospitality industry, Jeff wanted to transition into another career that could offer him the opportunity to help people on a more personal level. He determined that the financial services industry was best suited to help him achieve this goal, and that Trilogy matched his philosophy.

In his spare time, Jeff enjoys spending time with his large extended family. His hobbies include fishing, cooking, history, reading and book collecting.

Jeffrey's Client Relationships

Jeffrey and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

MEET JEFFREY'S TEAM MEMBERS
DAVID WILLETT
WEALTH ADVISOR
 
 
TOM BENNETT
WEALTH ADVISOR
  
 
MARIE SHTILKIND
WEALTH ADVISOR
  
 
 
 
CALL JEFFREY DIRECT AT
(949) 221-8105 ext. 2108
  Strategic Partners

ASK JEFFREY A QUESTION

 

 
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