Jeff has been providing guidance and expertise in the financial industry for over 20 years and holds designations as an Accredited Investment Fiduciary.
Jeff‘s primary focus is working with small to medium businesses in building, improving, and maintaining strategic strategies to help manage risk 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 pursue 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 productive 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 aims to allow business owners and employees to spend less time worrying about their retirement and more time seeking to ensure the productivity of their business and financial wellbeing.
Jeff currently lives in Riverton, CT and enjoys spending time with his two children.