Jeff started working with his father in the financial services industry in 1982. He graduated from the University of Buffalo in 1983 with a degree in Economics. He became fully licensed and became a Certified Financial PlannerTM in 1984.
Jeff specializes in working with individuals and families by helping them with investment, insurance, retirement and college funding planning.
Over the years he has volunteered for the East Rochester PTA, Rochester Habitat for Humanity and Blessed Sacrament Supper Program. He was a former Board Member of the Franciscan Foundation out of Louisville, KY. He resides in Pittsford, NY with his wife, who is also his assistant for his practice. He adores and dotes over his 3 grandchildren.