Jeff concentrates his planning practice in the areas of estate planning, business continuation planning, deferred compensation plans, and charitable giving.
He has a passion for finding new and creative ideas that he can use to solve complex planning issues.
Jeff has an undergraduate degree from West Chester University in teaching and a master’s degree from McDaniel College in school administration. Jeff started his career as a teacher, coach, athletic director, and assistant headmaster in a private school. He is also a graduate of The American College has earned the designations of Certified Life Underwriter and Chartered Financial Consultant.
Jeff is active in many community activities. Using his background as an educator, Jeff is an instructor for Financial Wellness Planning in disadvantaged neighborhoods. He is also a nationally certified coach and referee. He is presently serving as the Head Coach in soccer for a local club team and enjoys refereeing with his two daughters and granddaughter.
Jeff lives in Blue Ash with his wife, Sandy, and they share their home with Rosie, their beloved English Springer Spaniel. His two daughters live nearby with their families, including Jeff’s two granddaughters.
- Undergraduate degree from West Chester University
- Masters degree from McDaniel College
- Attained the Certified Life Underwriter and Certified Financial Consultant designations (inactive)
- Head soccer coach at local club team
- Financial Wellness Instructor