Our Team

Jeff has more than 25 years of experience in the financial services industry. He has a diverse background in the industry including starting his career as a financial advisor at a national Broker Dealer, a Regional Director at two Turnkey Asset Management Platforms (TAMPs), a Senior Managing Director in Wealth Management/Trust at a bank, and as VP of Wealth Management at an RIA.

Jeff’s broad background and exposure to many different areas of the financial services industry gives him unique insights into the critical elements for a successful financial advisory firm. In his role as a Regional Consultant, he guided Independent Financial Advisors and RIAs on how to attract high net worth clients by providing institutional investment solutions and through practice management consulting. At his next position, he assisted with the creation of a Practice Management Group to support Advisors grow their business. He was also instrumental in the growth and restructuring of a bank Trust Department into a comprehensive Wealth Management Organization. He has spoken at several industry conferences on various practice management and investment topics.

Having worked with both Financial Advisory Clients and Independent Financial Advisory Firms across the country gives him a rare perspective he can bring to Financial Advisory Practices.

Jeff is married with two young sons that keep him busy. In his free time, you can find him playing with his boys, cooking, hiking and exploring as many places as he can through travel.