Location

Pittsburgh, PA

Education

B.S.B.A – Finance and Economics – Robert Morris University

Licenses

FINRA Series 6, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Bio

Jeff started his financial services career in 1996 after operating his own computer consulting company for 20 years.  He has a B.S.B.A in Finance and Economics from Robert Morris University.  He has over 20 years of experience in the areas of retirement, investment and tax planning; life insurance; college saving and selection; financial aid; and estate planning.

As an established financial asset, Jeff works with his clients existing team of tax preparers and attorneys to create a detailed and coordinated strategy. In turn, this will help his clients achieve all their goals and dreams. He currently holds a FINRA Series 6, 63 and 65 Securities, Life/Health/Annuities license, and a designation of CRPC^® (Chartered Retirement Planning Counselor).  This qualifies him to help clients create and save for retirement as well as leaving a legacy for their children and grandchildren. Jeff holds licenses in multiple states.

Jeff is an eager presenter and experienced in providing options to his clients. He conducts seminars in Social Security, Investment Planning and Financial Aid for college.  During his time as a computer consultant Jeff made software presentations for many audiences including state governors.  This gave him the experience to speak in front of his clients and in a group of prospects.

Jeff grew up in Akron, Ohio and now resides in Moon Township, PA. with his three daughters. He likes watching college football on television and his favorite team is Ohio State. In addition, he is a die hard NASCAR fan and enjoys watching races on television although would much rather attend the races with his three daughters.

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