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Jeffrey Vass

Helping people make appropriate investment decisions and retirement plans are certainly not new to Jeffrey Vass. He has over 20 years’ experience in the financial services industry and co-founded Meridian Financial Group, Inc. in 1999. Working with businesses and individuals he blends his knowledge and experience with a unique ability to explain and educate complex concepts to help his clients feel at ease and well informed. The combination of technical and interpersonal skills has been essential in helping clients pursue their financial goals.

Jeff received his Bachelor of Science in Communication and Psychology from Oregon State University. He holds several industry licenses including the Series 6,7,24, 63, and 65, registered through LPL Financial, as well as Insurance licenses for life, health, and disability in Oregon, Washington, and California.

Native to Oregon, Jeff is family and community oriented. He enjoys living in Happy Valley with his wife Marlow and two children, Kaelyn and Garrett. Passionate about athletics he loves coaching and helping them in their sports. He also enjoys hunting, fishing, golfing, and skiing.