Jeff specializes in Retirement Income, Wealth Management Strategies, and Estate Protection Planning.
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) and is New York State Insurance licensed for Life, Accident, and Health insurance.
Jeff received his Bachelor of Science Degree in Environmental Science at SUNY Albany. He currently resides in Syracuse, New York.