Jeff Pannell

Jeff’s experience is very well rounded and he currently works with and advises many of the firm’s most affluent families and high net worth clients, as well as family and closely held businesses, ranging from the manufacturing and technology sectors to real estate. His role ranges from providing highly valued tax-only consultation to becoming a fully-fledged member of a client’s advisory board, to providing input on numerous business, family ownership, and succession related issues. Jeff is also an Investment Advisor Representative for Clark Nuber and has in many cases acted as a “Personal CFO” for many affluent and high net worth families. His main practice includes wealth management for families and their related businesses, mergers and acquisitions, and related purchases and sales of businesses. Before joining the firm, Jeff was with Ernst and Young in San Jose, California assisting Silicon Valley technology start-ups, public companies, and related high net worth individuals and families with their business, tax, and wealth management issues.