Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his SIE, Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling, allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors.
Buffalo State College, Bachelor of Arts, English
Institute of Business and Finance, Certified Fund Specialist®
Passed SIE, Series 6, 7, and 63 securities exams - Financial Advisor*
Jeff enjoys high altitude mountaineering and has summited mounts Kilimanjaro, Rainier, Shasta, and Washington. Born and raised in Buffalo, Jeff is a fan of Irish and 20th Century American Literature.
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.