Jeff Draper is an experienced financial professional with over twenty years of experience specializing in compliance, retirement plans, investment strategy, and financial planning. Jeff’s understanding of financial regulations stems in part from his time as a securities examiner with the Utah Division of Securities, where he gained valuable insight into industry standards and oversight. Throughout his career, he has helped businesses develop and manage effective 401(k) plans, working closely with both business owners and plan participants.
Jeff enjoys analytical work, problem solving, and creating tools that streamline processes and improve efficiency. He has a talent for breaking down complex problems, and developing practical, data-driven solutions. Whether it’s designing custom spreadsheets to calculate tax withholding, automating workflows, or building models to project retirement outcomes, Jeff is always looking for innovative ways to simplify things—for both his clients and colleagues.