With more than 25 years industry experience, Jeff has managed his own successful advisor practice and held a senior management role with Assante Wealth Management providing marketing and practice management support to advisors. He has witnessed firsthand the challenges faced by independent advisors and dealers as they struggle to create effective practices, compete with larger financial institutions, and deliver more value for clients. Knowing there was a better way, Jeff was excited to co-create Agora – the first end-to-end advisor-client-centric online wealth office which tackled the biggest pain points facing advisors. 

Today, Jeff works directly with independent dealers and advisors to harness the power of Agora’s award-winning platform. He authors a weekly column sharing his bench strength in practice management and develops actionable tools helping advisors create practices that are more effective.