Wealth Management Advisor / Junior Partner
Jeff was born and raised in Livonia, New York. He spent his college years in Rochester where he got his bachelor’s in business from St. John Fisher College. He uncovered his passion for Financial Planning and Money while meeting with his Financial Advisors as a Junior in College. After a few meetings with his Advisors he realized he was on the wrong side of the table! Jeff spent the first 7 years building his Financial Planning practice with Northwestern Mutual.Jeff loves meeting new people and working with existing clients to put them in the best possible position to achieve their dreams. In Jeff’s free time he enjoys spending time with his dog Goose, playing hockey, traveling the world, and yelling at the TV while the Buffalo Bills are on.