Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his Series 6, 7, and 63 exams as well as holding his life, accident, and health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has considerable experience with insurance planning as a strategy to protect wealth for future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors.
Buffalo State College, Bachelor of Arts, English
Institute of Business and Finance, Certified Fund Specialist®
Passed SIE, Series 6, 7, and 63 securities exams - Financial Advisor
Jeff enjoys high altitude mountaineering and has summited mounts Kilimanjaro, Rainier, Shasta, and Washington. Born and raised in Buffalo, Jeff is a fan of Irish and 20th Century American Literature.
With the holiday season in full swing, we wanted to take a moment to extend heartfelt gratitude for your continued trust and partnership. Best wishes for a holiday season abundant with laughter, happiness, and prosperity in the New Year!
For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual fund or an international mutual fund.
As you approach retirement, you may find yourself thinking about the legacy you want to leave behind. For many, this isn't just about passing wealth on to loved ones—it's about positively impacting the world around them.
