Jeff Zurflueh Email Address

Director of Infrastructure and Cloud

Our deep understanding of what clients seek in a wealth management relationship started with one CPA operating a successful tax and accounting practice. He began noticing a growing need for clients to receive financial advice that aligned with their tax situation and strategies. While his tax professional peers referred their clients to someone else, he recognized that this solution was not always in their best interest.

IT leader who mentors and manages teams to achieve operational excellence and deliver maximum value to the business. Keen ability to cut through the confusion and lead teams to execute quickly and efficiently. Well versed in all forms of IT Infrastructure (On-Prem, Cloud, SaaS) and eagerly learn and apply new technologies as they emerge into the mainstream. Rely on a highly developed problem solving mindset to seek out challenging problems and situations, apply a thorough review, map out a solution, execute the solution, and put processes and procedures in place to sustain the solution.