Jeffrey Wood

CPA and partner at Lift Financial
On the record
Represented by:
Bio

Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014.

Recent Quotes
Sign up to view all
  • Within these categories, CPAs may focus on public or private businesses, government, education, non-profit or even work at a public accounting firm.

    24 June 2021
  • article
    24 June 2021
Employment
Sign up to view all
  • Lift Financial
    CPA and partner