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Phone: 801-418-1787
Mobile: 801-669-7712
Fax: 800-313-7460
jeff.ingersoll@allegiswa.com

Admin Support Team
Cori Skinner
Phone: 801-636-1011
Fax: 800-313-7460
cori.skinner@allegiswa.com

Jeff Ingersoll, CIMA®, QPFC®, AIF®

Jeffrey C. Ingersoll helps people live an abundant life; a life of most potential.

“My mission,” Jeff says, “is to design retirement income strategies which lead to confidence and peace of mind.” “My planning process, helps clients who have spent a lifetime growing their wealth and accumulating assets, to now wisely draw upon these assets for income over their lifetime. Whether approaching retirement or already retired, Jeff’s advice as an experienced retirement specialist can identify and resolve costly financial gaps and weaknesses that other financial advisors may overlook.

A financial professional since 1980, Jeff has the in-depth knowledge of financial issues that comes from over three decades of experience. His credentials include a B.S from Brigham Young University, Emphasis: Family Financial Planning and Counseling. Designations: Certified Investment Management Analyst (CIMA®) from the highly regarded Wharton School of Business – University of Pennsylvania, Accredited Investment Fiduciary (AIF®) and Qualified Plan Financial Consultant (QPFC®).

As an independent, fee-based advisor, Jeff is not pressured to implement certain financial products or meet subjective sales quotas. This independence enables him to explore and evaluate the marketplace in order to recommend strategies/solutions which are outcome-driven and solely in the best interest of his clients. Jeff feels strongly that a key to his success is his commitment and ability to cultivate mutually rewarding, longterm relationships which are founded upon principles of extraordinary personal service, stewardship and trust.

Away from the office, Jeff is an avid sports enthusiast who enjoys reading, gardening, big band jazz, playing the piano and watching movie classics. Jeff and his wife Cindi (Squires) celebrate 39 years of marriage and greatly treasure their relationships with family and friends.