Jeff provides advisory services with respect to wealth management, personalized financial planning, and estate and legacy planning. Being client-focused is at the foundation of his approach to addressing clients needs. Jeff focuses on building strong relationships with trust and confidence, educating clients to make informed decisions, and being the trusted family advisor, ensuring the growth and preservation of his clients' capital through generations to come.

Jeff believes in offering independent and unbiased financial advice, using a sound intellectual investment framework. His approach includes providing access to both high-quality public and private investments, those which are typically reserved for affluent and/or institutional investors. He prides himself on continuously staying informed on new investment solutions so that he may adapt his clients' plans to stay ahead of the curve.

Having recently celebrated a decade in the industry, this Rising Star is just getting started!