Jeff works with high net worth families and individuals as a comprehensive financial planner—addressing all areas of financial life and the specific needs of each client. Over his 35 plus years of experience in wealth management, Jeff has developed specialized knowledge in estate planning, investment management, life and long-term care insurance, and cash flow planning. He strives to deliver the right mix of education and reasoning for the advice he delivers, customized to each client.
Jeff spends time with his family and friends relaxing, golfing and boating. He recently became a doggie grandfather for the third time.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS