Jeff has been providing guidance and expertise in financial industry for over 20 years and holds designations as a Accredited Investment Fiduciary and a Chartered Retirement Planning Counselor.
Jeff‘s primary focus is working with small to medium business in building, improving and maintaining strategic strategies that help protect and grow the business. This incorporates the unique financial circumstances between the business owners and their business. Jeff takes an holistic approach and incorporates planning to accomplish the goals established by the client.
Jeff’s areas of expertise are Retirement Plans, Define Benefits Plans, Deferred Compensation, Executive Benefits, Retention & Attracting Key Employees and Succession & Exit Planning.
Jeff and his team work in collaboration with the clients other advisors. This approach allows for the most efficient and successful outcomes. Jeff and his team also work diligently to educate owners and employees, navigating them through the complexities of their compensation packages and retirement plan benefits. Jeff's consistent and long-term involvement in each phase of the process allows business owners and employees to spend less time worrying about their retirement and more time ensuring the success of their business and financial wellbeing.
Jeff currently lives in Riverton, CT and enjoys spending time with his two children.