Being an independent financial representative Jeff provides an unbiased holistic approach to the financial strategizing process. He formulates a realistic personalized financial strategy for a diverse client base aimed at helping to increase their wealth and financial position. Jeff is able to offer a variety of investment and insurance products to best suit clients at any stage of life, from clients that are getting ready to retire to clients that are starting toward building financial independence.
Jeff currently is a Master Registered Financial Consultant© and a Life Underwriting Council Fellow from the American College. In 1998, Jeff co-authored an 1800-page in-depth financial services encyclopedia series still utilized by a major financial services firm with their financial professionals nationwide for their ongoing training and references purposes. Further, he was a national trainer for a large financial services company.
Jeff is a graduate of State University of New York and seeks continuous education on financial, estate planning, and capital needs analysis topics.
Jeff currently resides in Fairhaven, Massachusetts with his two daughters.