Qualifications

Jeff has four 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 a devoted father of three grown children and a proud grandfather to one granddaughter who brings him endless joy. He has a deep appreciation for discipline and creativity, spending two hours each day practicing jazz guitar—a ritual that reflects both his passion for music and his commitment to personal growth. Complementing his artistic side, Jeff is also highly knowledgeable in the world of wine, holding a WSET Level 3 certification. His life blends family, music, and refined taste into a well-balanced and fulfilling journey.