About Jeff.

With a comprehensive background in both investment advisory and insurance services, I am uniquely positioned to offer a full spectrum of financial planning solutions. My expertise encompasses asset accumulation, preservation, and holistic retirement planning. I take pride in devising personalized strategies that ensure my clients can confidently rely on a stable financial future, no matter how market conditions or life circumstances may change.

My decade of service in the U.S. Navy has given me a deep understanding of diverse cultures and the importance of tailored approaches when working with individuals from all walks of life. In my current role, I apply this global perspective to design bespoke retirement solutions that address the unique financial goals of each client.

Having navigated various industries—from IT and software development to marketing and advertising, including a significant tenure at Comcast Cable—my diverse experience has shaped my innovative and adaptable approach to financial planning. I bring a client-centered focus, ensuring that modern technology and media advancements work seamlessly to serve my clients' evolving needs.