Jeff Sain

Each day, Jeff works on getting a step closer to clients' goals and taking care of any roadblocks along the way. He’s here to help them with choices and challenges as they arise, as well as their long-term objectives. Having worked his way up through the ranks at LNWM – from associate to analyst to the advisor – Jeff is known for his dedication to clients and for finding solutions that are meticulously thought out and well-executed.

Jeff specializes in complex trusts and estate planning, and his success reflects a thorough understanding of LNWM clients, their families, and their values. He especially enjoys getting to know the younger generations, which he thinks is key to building and safeguarding family wealth, as well as creating a lasting legacy.

He is a Certified Trust and Financial Advisor (CTFA) and has CERTIFIED FINANCIAL PLANNER™ certification. He holds a B.A. in Business Administration from Central Washington University.