Jeff is a Wealth Management Advisor with Merrill Lynch in downtown San Diego. Jeff's financial advisory partnership, The Roel Von Behren Group, focuses on financial planning for families and businesses to include private banking and lending, investment strategy, asset protection and wealth transfer. During his 15 years at Merrill Lynch, Jeff has earned the designations of certified financial plannertm (CFP) and Chartered Retirement Planning Counselor (CRPC).
Prior to joining Merrill Lynch, Jeff served for four years as a Field Artillery Officer in the United States Army, where he completed Airborne, Air Assault and Ranger Schools and achieved the rank of Captain before separating from service. Jeff holds a Bachelor of Arts degree in Economics from Pomona College and a Master of Arts degree in Economics from the University of Oklahoma. He also holds a certificate in Personal Financial Planning from San Diego State University.
Jeff attended Francis Parker for grades 7 through 12, graduating in 1990 as class Valedictorian. He served as a member of the Parker Alumni Council from 2002-2011, and served as President of the Council from 2008-2011. Jeff is the Chair of the Alumni Relations Committee, and also serves on the Executive Committee. He served as Co-Chair of the Parker Centennial Celebration. Jeff and his wife, Alison Alpert, have two children — Zach '25 and Isaac ’27.