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Jeff is a veteran financial services professional who has been utilizing a consultative approach in helping clients achieve their financial goals throughout his career. He attended Bentley University where he obtained his BS degree in Accounting. After college, Jeff moved to New York City following his dream to work on Wall Street. He became FINRA licensed, along with obtaining his NY State Life & Health Insurance license.
Jeff grew up in Connecticut and currently resides in Fayetteville, NY with his wife and youngest of three sons. He is an avid sports fan who enjoys exercising. He has spent many seasons coaching his sons in football, basketball and baseball. Jeff also enjoys traveling with his family.