Passion. Experience. Dedication.

Jeffrey began his career in private practice. Subsequently, he went in house with one of the nation’s major investment firms. Over the years, he worked in various investment firms and banks advising high-net-worth and ultra-high net worth clients.

Now in private practice again, the thing Jeffrey loves most about the work he does is learning about people and their stories. People are interesting and have found so many ways of adding value and building wealth. Assisting them achieve their goals and objectives for themselves and their families is truly rewarding for him.

Jeffrey is a proud father and grandfather. He understands how important it is to assure clients’ affairs are in order and that their wishes are carried out for themselves and for their loved ones.