Leadership. Focus. Stability. Balance. Equanimity. Service. Integrity. Honesty. Transparency. Discipline. Loyalty. Discretion. Compassion.
To help investors see the investment world as it truly is. Provide innovative, personalized and thoughtful investment opportunities for our clients. Earn and maintain the trust of The Drishti Family and to grow, protect and serve The Drishti Community. Practice gratitude and give back to society and the planet.
CEO / Founder
Jeff has worked with investors, investment professionals and companies across the investment ecosystem since 1998. His passion and entrepreneurial mindset have consistently driven growth and innovation for the clients and the firms....
Investment And Research
(Partnership with the Financial Services Network)
Jeremy Olen, CFA®
The Financial Services Network
Managing Partner, Chief Investment Officer
Vice President, Portfolio Consulting
Operation And Client Service
Administrative Operations Manager
Bree started her career in Financial Services working for her father. Her career in the industry has spanned over the last fourteen years, where she has held administrative roles at Waddell & Reed and Hale Lamb & Associates (LPL RIA...