Current Assignment:

Jeff focuses his attention on qualified plan design and investment alternatives, as well as providing employee education and communication support.

Academic Background/Training:

Jeff earned his Bachelor of Science in finance from the University of Pittsburgh. He is a registered securities representative and a Chartered Retirement Plan Specialist (CRPS®).

Experience:

Jeff started his career over ten years ago with Morgan Stanley and has since worked with some of the largest investment firms in the industry. He has extensive experience in plan design, managing fiduciary responsibilities and 401(k) investment platform alternatives. Through a structured process developed for the servicing of 401(k) plans, clients are assured they have a compliant plan with potential for success.

Professional Strengths:

Jeff has a passion for working with plan sponsors and individuals to ensure a clear and accurate understanding of all plan fees and alternatives. Jeff makes recommendations tailored to meet each client's needs regardless of provider or revenue.

Personal Note:

A Pittsburgh native, Jeff currently resides in Highland Park. He is an avid cyclist and enjoys spending time outdoors with his girlfriend and their chocolate lab.