As a CERTIFIED FINANCIAL PLANNER™ Professional, Jeffrey focuses his knowledge and talents on creating comprehensive wealth management strategies for his clients, by concentrating on overall portfolio management. Jeffrey collaborates with attorneys and tax professionals to assist individuals, executives and business owners in effectively managing and protecting their wealth. He is well-versed and experienced when it comes to the disciplines of investing for retirement and overall retirement planning.
Jeffrey measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients' desired lifestyles, long-term goals and retirement needs. This in-depth understanding of his clients, as people, enables him to recommend and implement custom-tailored investment and wealth management strategies.
As an investment professional for more than 30 years, Jeffrey holds the Financial Industry Regulatory Authority Series 7, 31, and 63 securities registrations through LPL Financial and holds the Series 65 registration through Stratos Wealth Partners, Ltd. Additionally, he holds Life, Accident and Health, Variable Annuity and Long Term Care licensing in multiple states. He is a member of the Society of Financial Service Professionals, Cleveland, Ohio Chapter. Jeffrey earned an Executive Certificate in Financial Planning from John Carroll University and has as attained the CERTIFIED FINANCIAL PLANNERTM practitioner certification.
Jeffrey began his career with Home Life of New York/The Cranford Financial Group in 1985. Jeffrey worked with Home Federal Savings Bank to establish their Financial Consulting division in 1987. He continued his career path at Prescott Ball &Turben/Kemper Securities Group. Later, PaineWebber/UBS Financial Services, Inc. recruited Jeffrey to become their Wealth Preservation Planning Branch Coordinator in Beachwood, Ohio, a position he held for more than 15 years.
Jeffrey has been married to his wife Sherri for 21 years. They have three daughters; Arianna, Alexandra and Annalyse. Jeffrey devotes his free time to working with the Aplastic Anemia & MDS International Foundation, the Cleveland Clinic Foundation, and the Taussig Cancer Institute, on raising awareness and funds in the fight against Bone Marrow Disease. Jeffrey is also a proud member of Sigma Chi. He enjoys skiing, hiking, bicycling, vacationing with his family and driving his classic Ford Bronco.
CA Insurance Lic #0E40448