With 23 years in the financial services industry, Jeff brings a wealth of knowledge and experience to his client relationships. A Certified Financial Planner since 2007, he spent the first 21+ years of his career at Fidelity Investments, 18 years of which supporting high net worth and ultra-high net worth clients out of the Northern NJ office. A seven-time President’s Circle recipient, he is both tireless and passionate about helping his clients achieve their unique financial objectives. The son of an engineer, he is a natural problem solver, who believes attention to detail, close communication and collaboration are critical attributes of a healthy partnership.

Born and raised on Cape Cod, Jeff is a graduate Fairfield University (B.S. ’00) He and his beautiful wife Courtney live in Ridgewood, NJ with their two young sons, Declan and Reid. When he is not spending time with the family you can catch him on a long run, relaxing at the beach or with his head buried in a book (only non-fiction) given his intellectual curiosity. Though he has been in the Tri-state for many years he is an avid Boston sports fan given his Massachusetts roots.