Jeff has been a financial advisor since 2002. He is both a CFP® professional and CRC® (Certified Retirement Counselor®) and is committed to helping people with their financial goals. As a CFP® professional, Jeff has completed the extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as met the CFP® Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, he is required to uphold his certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market.
Jeff is blissfully married to his wife Ashley and the two of them enjoy chasing their twins (Kota and Ty) and youngest son (Louie) anywhere and everywhere. When Jeff isn’t working or training his kids to be professionals in every sport that exists, you can find him confidently proclaiming that this IS indeed the year the Bills will win the Super Bowl.