With over a decade of experience in the financial industry, Jeff has helped clients achieve a secure and fulfilling retirement. Through risk-based wealth management, income planning, and tax efficient investment strategies, clients have peace of mind knowing they can enjoy an exciting retirement.
Whether it’s navigating markets during uncertain times or taking advantage of investment opportunities as they present themselves, clients feel comfortable knowing the necessary changes will be made that allow them to continue living the life they planned for.
Jeff is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent (Series 63), a Registered Investment Advisor Representative (Series 65).
When Jeff isn’t assisting clients with their investment needs, he enjoys golfing, cooking, and traveling for college football games with friends and family.
He received his Bachelor of Science Degree from SUNY Albany and manages clients in both New York and Florida.