The Big Picture

Researcher and consultant
based at the University of California, San Francisco.

Expert in domains of consumer health and finance.

I have a documented track record
of improving success rates
for doctors and patients,
and financial professionals and their clients.

If you are caught in a health crisis,
or face a financial crossroad,
I can help you via phone consultation (paid)
or email (free):

Book a call

Email me

The Possibilities

Health Crossroad?

“Jeff helped me gain clarity about a major decision-point in my life/health. He connected me with resources and clinical trial options. He helped me to sharpen my questions  which provided me with more clarity. He is a compassionate scientist. I highly recommend working with Jeff.

Improving success rates for doctors and patients

I understand that patients face complex treatment choices,
and you are bombarded with conflicting information.
On top of that, our insurance plans and clinics are a maze,
a rabbit hole of telephone trees that can lead you to despair.

You need a guide you can trust
to simplify the path forward,
and get the right treatment for you.

Studies show my patient support program at UCSF
is associated with better treatment choices and outcomes,
better patient experience,
and higher performance and satisfaction for doctors too.

Based on lessons learned at UCSF,
I consult externally to help doctors and patients anywhere
experience better outcomes and better care.

Book a call

Email me

Financial Crossroad?

“I have been at a very serious professional crossroads. Jeff was able to hone in on my specific challenges in identifying the right clients to benefit from my services. He helped me get back in touch with the parts of my job I love, while also helping to eliminate the stress inducing areas. Jeff is clearly a superior problem solver, and I very much recommend him.

Improving success rates for FINANCIAL professionals and THEIR CLIENTS

I understand that people worry about the future,
and yet can feel paralyzed by all the complexity.

Similar to health care, we all face a blizzard of options,
we’re bombarded with conflicting information,
and a maze of institutions that add to the confusion.

You need a guide you can trust
to help you surf on the sea of success
instead of drowning in waves of worry.

Studies show my guidance is associated with
with improved client experience and outcomes.
For financial professionals, this translates into new client attraction;
and increased client retention, consolidation, and referrals.

Based on my documented track record of success,
I consult externally to help financial professionals and clients
take a scientific approach to securing the future.

Book a call

Email me

The firms I’ve worked with include:

The Way Forward

My coaching and consulting services
are for individuals and organizations
with an urgent need to succeed,
and who are ready to take action.

Contact me to discuss next steps.

Or, if you need more information first:

read my bio on;

read client reviews/testimonials on;

watch my videos on YouTube;

search Google Scholar for my research publications;

read my book DEAL! (Amazon link);

access photos (headshot/action shots for journalists/event planners);

learn about the Patient Support Corps;

or review accounts of my work online, as featured by (click individual images below):



We can discuss your needs,
and make immediate progress
when you book a paid call
through the expert consultation site

Book paid call


Please email me specific questions or concerns,
I will reply as my time permits: