Jeff joined RBC Wealth Management in August 2015, bringing with him decades of experience from the industry’s leading wealth management firms. In addition to his commitment as a financial advisor, Jeff successfully led the Williamsville office of UBS for many years. Jeff’s strongly believes planning is essential to client success, and has made it a focal point of his practice. A strong planning foundation has allowed Jeff to help clients in all phases of their financial lives, specifically leading up to and through retirement. As part of Jeff’s commitment to providing clients with quality, current, and in-depth advice and guidance, he earned the Chartered Retirement Planning Councilor (CRPC®) designation from the College for Financial Planning. Jeff values and enjoys building trusting, long term relationships with clients, which he feels is key to ongoing client success.
Jeff earned his Bachelor of Science in Business Administration from The State University of New York College at Fredonia. Jeff currently serves as Vice Chairman of the Board for the Fredonia College Foundation, an organization that oversees and administers financial resources to promote, advance, and support the programs and student activities at the College. In addition, he is actively involved in the Rotary Club of Williamsville. Jeff lives in Williamsville, New York with his wife, Barbara, and is the father of two adult sons, Andrew and Gregory. In his free time, Jeff enjoys golf, fishing and traveling with Barbara