Jeffrey works with his clients to ensure that they have financial strategies that will support their lives and help them attain their dreams. By working with them in their personal and business financial worlds, Jeffrey educates and helps his clients implement strategies that are available to them to build wealth for their future, while protecting their todays. The ultimate goal of this work is to help them attain and maintain financial balance which includes being financially independent.
Jeffrey has been in the financial services industry for more than 29 years. He honorably served in the United States Marine Corps for four years and attended the University of Oregon. Before becoming a Financial Representative, Jeffrey was a professional theatre, film, and television actor in New York City for almost two decades.
"This profession gives me a lot of personal satisfaction," he says " I know that my clients are in a much better financial shape after we have gone through the Living Balance Sheet® process than they were before we met. By introducing them to the philosophy of protection first and savings second, they are creating a foundation that will serve them for the rest of their lives.
"Thirty years of experience as a financial advisor allows me to act as a resource to my clients. Coupling that experience with my professional studies rounds out the experience with knowledge and expertise. Continuing education ensures that I will never stop learning and evolving as that resource."
Jeffrey and his wife, Veronica, live in unique Stoudsburg Village in Adamstown with their dog, Enola. They spend as much time as possible with their daughter, her husband, and their grandson. Jeffrey is a thoroughly obsessed and completely mediocre tennis player. Other interests include theatre, film, and the outdoors. He is a non-stop reader.
Book an appointment with Jeffrey here.
Registered Representative and Financial Advisor of Park Avenue Securities. Financial Representative of Guardian® All investments contain risk and may lose value. No investment strategy can ensure security, assure profit, or guarantee against loss.