Qualifications

Jeff has over three decades of experience in the financial services industry. He earned his Bachelor of Arts degree in economics and business from the University of Pittsburgh, and his CERTIFIED FINANCIAL PLANNER™ certificate from Boston University. Achieving the CFP^® certification has enabled Jeff to focus broadly on his clients' diverse needs and to identify situations when other professionals need to be called in.

Personal

Jeff is the proud father of three active college students and spends his leisure time attending their various activities. An avid bicyclist, Jeff typically logs 150 miles weekly riding along the river trails while taking in the gorgeous views that the Pittsburgh skyline offers. Jeff plays rhythm guitar in a Pittsburgh-based fusion band named The Jazzed Owls. Jeff's other hobbies include craft beer tastings and homebrewing kombucha.