Jeff has over 40 years of experience in the Financial Services Industry. He has been a Financial Representative and has earned several industry awards. He holds a Bachelor of Science, in finance and marketing, from Syracuse University School of Management. He received the Chartered Financial Consultant (ChFC) designation and the Chartered Life Underwriter (CLU) designation from The American College.
Jeff is a holistic advisor who listens to the financial concerns of his clients, both individual & business owners. He provides thought-out plans and solutions to help build and grow their net worth while cognizant of protecting and preserving their assets. As a partner at Legacy Wealth Advisors of NY, Jeff works with other professionals in guiding families and business owners with legacy and succession plans. His mission with the team at Legacy Wealth Advisors is to provide top quality advice and service to all their clients.
Jeff resides with his wife in Fayetteville, NY. They have 2 adult children. He enjoys golfing, skiing, and traveling with family and friends.