About Jeffrey
Jeff counsels clients in all areas of financial planning and executive benefits, specializing in tax planning and return preparation. He is a co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Jeff is an active member of the Colgate University Alumni Corporation. He lives on the South Shore of Massachusetts with his wife and two children and enjoys participating in triathlons, skiing, and traveling.
Education and Professional Milestones
- Colgate University - Bachelor of Arts in Economics and Mathematics
- University of Massachusetts at Amherst - Master of Science in Sports Management
- Has worked as a financial advisor for American Express Financial Advisors
- Previously held NASD Series 7, 63, and 66 licenses
- Six-time winner of the Five Star Wealth Manager Award published by Boston magazine
Jeff counsels clients in all areas of financial planning and executive benefits, specializing in tax planning and return preparation. He is a co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Jeff is an active member of the Colgate University Alumni Corporation. He lives on the South Shore of Massachusetts with his wife and two children and enjoys participating in triathlons, skiing, and traveling.
Education and Professional Milestones
- Colgate University - Bachelor of Arts in Economics and Mathematics
- University of Massachusetts at Amherst - Master of Science in Sports Management
- Has worked as a financial advisor for American Express Financial Advisors
- Previously held NASD Series 7, 63, and 66 licenses
- Six-time winner of the Five Star Wealth Manager Award published by Boston magazine