Helping successful families preserve, grow, and confidently pass on their wealth—through every stage of life.
For more than 30 years, Jeff has been helping individuals and families navigate life's most important financial decisions. While investment strategies matter, Jeff believes true wealth management is about much more than portfolios—it's about understanding people, their goals, their values, and the legacy they want to leave behind.
That philosophy has guided his practice since the very beginning.
A graduate of the University of Vermont with dual degrees in Economics and Psychology, Jeff possesses a unique perspective that combines disciplined financial analysis with a deep understanding of the emotions that often accompany major life transitions. Whether clients are approaching retirement, selling a business, relocating, caring for aging parents, navigating the loss of a spouse, or planning for future generations, Jeff provides thoughtful guidance designed to bring clarity and confidence during life's pivotal moments.
Jeff began his career in investment banking in New York, but quickly realized that Wall Street wasn't where he could make the greatest difference. At just 21 years old, he founded his own independent financial planning practice, choosing relationships over transactions and personalized advice over corporate agendas. More than three decades later, that decision continues to define everything he does.
His journey has taken him from Connecticut to Arizona, California, and ultimately Southwest Florida. Today, Jeff proudly calls Estero home, where he enjoys serving both lifelong Floridians and the many successful professionals and retirees throughout the United States. As someone who has personally relocated across the country several times, Jeff understands the financial and personal complexities that often accompany major life transitions.
Throughout his career, one thing has remained remarkably consistent: his commitment to stability and long-term relationships. Since affiliating with Waddell & Reed in 1994 and continuing through its transition to LPL Financial in 2021, Jeff has remained focused on what matters most—providing independent, objective guidance while building lasting relationships based on trust, integrity, and personalized service.
A Practice Built for Generations
One of Jeff's greatest sources of pride is seeing his practice evolve into a true family business. With his son, Hunter, joining the firm, clients gain something increasingly rare in today's advisory world: continuity.
For many families, financial planning spans decades. By welcoming Hunter into the practice, Jeff is building a firm designed not only to serve today's clients, but also their children and grandchildren. Together, they share a commitment to personalized advice, exceptional service, and long-term relationships that can endure across generations.
Whether you are establishing your retirement plan, protecting your legacy, preparing your family for the future, or simply looking for an advisor who takes the time to truly understand your goals, Jeff believes wealth management begins with listening.
Financial success isn't simply about accumulating wealth—it's about creating the freedom to live the life you've worked so hard to build and ensuring the people you love are cared for long into the future.