About Jeff
As a Certified Financial Planner with over 25 years of experience, I am committed to helping our clients and families achieve their desired financial outcomes. I believe comprehensive financial planning is the foundation for building lasting confidence in our client's financial future.
My approach is built on trust, education, and long-term relationships. I work closely with our clients to understand their unique goals and circumstances and develop personalized strategies for saving, investing, retirement planning, wealth preservation, and overall financial security with a strong emphasis on tax planning and estate planning guidance.
From funding education and preparing for retirement to protecting assets and establishing a lasting legacy, I guide clients through each stage of life with clarity and purpose. My goal is to help you feel empowered in your decisions, secure in your plan, and confident that your financial life is aligned with the future you envision for yourself and your family.
Originally from beautiful Buffalo NY - Go Bills - Jeff has served in the Richmond area in financial planning since 2003. In his spare time, Jeff enjoys traveling, golfing, scuba diving, and spending time with his wife, Faye, and their dog, Casper.
EDUCATION
College for Financial Planning
LICENSES
FINRA Series 7, 63, 66, 9/10; Life, Health, and Annuities licensed in Virginia
DESIGNATIONS
Certified Financial Planner™ (CFP®)