Jeff is the Chief Operating Officer for Guideline, the easy, affordable retirement platform trusted by more than 30,000 small businesses and self-employed to manage over ~$6 billion in assets. Jeff has worked in consumer finance for over a decade, including previous stints as the Head of Product Strategy at Earnest, and as an early member of the team at Wealthfront, where he was the Vice President of Research & Customer Development. Jeff has a PhD in Management Science & Engineering from Stanford University.

Sarah Prevost is the co-founder of The Proper Trust, bringing over 15 years of experience serving entrepreneurial business owners and clients. Her passion for streamlining processes and enhancing operational efficiency fuels her dedication to client success. In addition to running multiple businesses, Sarah co-hosts the Accountants Law Pod podcast, where she shares valuable insights and expertise with fellow professionals.

A strong advocate for increasing representation of women and underrepresented groups in the industry, Sarah is committed to fostering inclusivity and diversity. Based in Portland, Oregon, she enjoys life with her husband and son and cherishes collaborating with her family, who play an integral role in The Proper Trust team.