- Monmouth University BS – Accounting
- Fairleigh Dickenson University MBA – Finance
For more than 30 years Jeff has helped clients navigate the federal and state tax codes. After providing accounting and tax advice to clients for many years he decided to add financial planning to the services that he offered. Licensed as an Investment Adviser Representative since 1999, Jeff enjoys aiding his clients in reaching their financial goals including financial independence, comfortable retirement and providing for future generations.
*email@example.com for Investment related matters
*firstname.lastname@example.org for Tax and Accounting related matters