MEET THE TEAM
We are dedicated to helping you harness the power of your money to create a meaningful, sustainable life.
Jeff Wheeler
J.D., M.B.T.
President
Jeff Wheeler is President of The Wealth Collaborative, Inc., where he leads a team of dedicated professionals in serving clients’ wealth management needs. For 39 years, he has advised affluent individuals and families on financial, tax and estate planning matters – Jeff’s clients have included some of America’s most successful entrepreneurs, studio heads, producers, directors, writers, actors and athletes.
During his law career, Jeff held senior positions with some of the country’s most respected law firms: he served as partner in charge of the Estate Planning Department at the Beverly Hills law firm of Rosenfeld, Meyer & Susman, Of Counsel to the Los Angeles law firm of Mitchell, Silberberg & Knupp, and associate at the Los Angeles law firm of Kadison, Pfaelzer, Woodard, Quinn and Rossi. In addition, Jeff served as Adjunct Professor of Law at Pepperdine University School of Law and President of the Estate and Gift Section of the Los Angeles County Bar Association. Jeff’s treatise on Chapter 14 of the Internal Revenue Code was published in the Fall 2002 edition of the California Tax Lawyer.
Jeff Robinson
J.D., M.S., CFP®
Chief Investment Officer
Jeff Robinson serves as Chief Investment Officer of The Wealth Collaborative, Inc., where he counsels clients in a holistic and fiduciary capacity regarding all financial matters, including custom-tailored investment solutions; planning for wealth accumulation, protection and transfer; and tax minimization strategies.
Jeff came to The Wealth Collaborative following his three-year stint in sports management and was named by Forbes Magazine as one of America’s Top Next-Generation Wealth Advisors in 2017.
Jeff received his Bachelor of Arts degree in Criminology, Law and Society from the University of California at Irvine, his Master of Science in Personal Financial Planning from Texas Tech University and his Law degree from Texas Tech University School of Law. He lives in Thousand Oaks, California with his wife, Megan, and two children, Jaxon and Jessica. A former scholar athlete, Jeff loves spending his leisure time working out and reading.
Kristine Wallington
B.S.
Senior Private Client Manager
Kristine Wallington hails from Denver, Colorado, where she earned her Bachelor of Science degree with an emphasis in Business Administration and Finance from The University of Northern Colorado.
Kristine has over 20 years of financial services experience, which began in 1997 as an Investor Services Representative with Invesco Funds. In 1998, she moved to Los Angeles, where she continued her career as a Private Client Manager for both Assante Asset Management and Standard Advisors from 1999 until early 2006. Kristine went on to become a Registered Representative for Loring Ward Inc., the successor to Assante Asset Management in 2006, and moved to The Wealth Collaborative, Inc. to help Jeff Wheeler establish the firm.
Kristine is a woman of impeccable integrity who truly enjoys the help and knowledge she can provide to clients. She has a passion for travel, as well as health and fitness, and her free time is spent raising her two small children in the Niagra Falls region of Ontario, Canada, with her husband, Jay.