Jeff Poole

Jeff Poole, a native of Western Washington, has had a diverse and accomplished journey in life. During high school, he immersed himself in sports and music, showcasing his well-rounded nature from an early age. Additionally, Jeff spent his weekends and summers assisting local farmers and tending to the family’s horses, instilling a strong work ethic and a sense of responsibility. He attended Washington State University, where he graduated Cum Laude in Construction Management, was selected to Tau Beta Pi (a national engineering society), and was the number one graduate in his class.

Immediately after graduating from WSU, Jeff was commissioned as an Army Officer. He attended Infantry Officer’s Basic Training, Airborne School, and Ranger School at Fort Benning, Georgia. Briefly served full-time in the 3rd Ranger Company and then with the 3rd Infantry Division in Germany and the 9th Infantry Division at Fort Lewis. He left the service as a full Captain, having been promoted to that rank after 3 ½ years. He then obtained a Juris Doctorate from the University of Puget Sound. Following this, he concentrated on the construction field and operated two successful construction companies.

Jeff has been a dedicated financial advisor now for over ten years, offering independent counsel to his clients. He understands the importance of securing a worry-free retirement for his clients and works diligently to ensure they can leave a lasting legacy for their loved ones. His expertise lies in crafting financial strategies that provide guarantees and protection from market fluctuations, a rare advantage that sets him apart from most financial advisors.

Jeff takes immense pride in helping his clients achieve their retirement goals and witnessing their transition from uncertainty and work-related stress to a life of financial security and peace of mind. Furthermore, he cherishes his lifelong connection to the people of Western Washington, whose shared values and aspirations resonate deeply with him.

In his free time, Jeff enjoys spending time with his three wonderful adult children, emphasizing the importance of family and the joy it brings. Driven by personal discipline and a commitment to serving others, Jeff continues to be a trusted advisor and partner to those seeking a financially secure and prosperous future.