Our Innovation

The success of our wealth management practice is most evident in the confidence our clients place in us year after year and generation after generation.

jeff mestmakerJeffrey K Mestmaker

CEO & Co-Founder

Growing up in Kern County, Jeffrey attended Garces Memorial High, and then graduating from Loyola Marymount University Los Angeles with a BA in Economics.

During college, Jeffrey was an active member in the SIFE Club (Students in Free Enterprise).  Only two years into his membership, Jeffrey attained the rank of Vice President and was awarded for his service “The President’s Student Service Award” from former President George W. Bush, and SIFE’s “Service Leadership Award” from Tom Coughlin President & CEO of Wal-Mart Stores, SIFE’s Chairman of the Board.  Currently Jeffrey sits on the advisory panel for Bakersfield College’s SIFE program.

Jeffrey also was an active member of the Loyola Marymount Economics Society.  Since graduating, he has hosted several discussions regarding the economy and investing to current and past students.  He is currently a member of the Young Presidential Donors club, and is an active alumnus.

Most recently Jeffrey worked as a Financial Advisor for Morgan Stanley in Bakersfield California from 2005 to January 2009.  While at Morgan Stanley Jeffrey was able to attain top rank of his class and in turn was asked to speak to incoming advisors on how he built his practice at their national training center in Dallas.

In 2009 Jeffrey along with his business partner Daniel Petrey formed Mestmaker & Petrey Wealth Advisors Inc., a Registered Investment Advisory firm.  Our goal was to break away from the ideals of a large firm, and create a much smaller, more client centered practice.

Currently, Jeffrey is serving on the Executive Board of Directors of the Bakersfield Ronald McDonald House. This organization provides a home away from home for the families of Kern County Pediatrics and NICU patients. Jeffrey, along with the whole Mestmaker and Petrey Wealth Advisor family, support all causes of the Bakersfield Ronald McDonald House.

In Jeffrey’s spare time he enjoys boating, wake boarding, snow skiing, fishing, and hunting. Most importantly he enjoys spending time with his lovely wife and his family.