About Me
Since 1989, Jeff has been helping affluent Individuals, families, and business owners develop customized long-term wealth management strategies. He is committed to providing clients with the highest level of professionalism and personal service. Jeff takes a client-centric approach by listening carefully to you, the client. In order to gain a better understanding of your personal objectives and goals, Jeff will have an open discussion to gain insight on the following topics:
- Current Investment risk level
- Time horizon, liquidity needs and objectives
- Your past investment experience
- When would you like to retire?
- Higher Education funding
- Annual 401k contributions and employer match
- Estate planning
With a clear understanding of your goals and objectives, Jeff can help you create a wealth management strategy customized to address your family’s aspirations. Working with the extensive resources of &Partners, he can help you manage your assets with a range of traditional brokerage accounts or professionally managed fee-based accounts. Jeff offers his clients access to respected professional money managers and mutual funds. For those seeking income generation, he can build custom fixed income portfolios.
He and his wife, Melanie, live in Exeter Township with their two children, Jake and Gabby. Jeff enjoys playing golf, racquetball, traveling, attending sports events, and walking our Bernedoodle Boo.
CA Insurance License Number: 4197512. Resident State: PA
