Jeff’s journey and career began with one simple mission, “Reach people in time to make a difference”. His dedication, passion, and “Service First” philosophy have allowed Jeff to build long-term meaningful relationships with his clients, peers, and community. With a client-centered approach, Jeff’s goal is to support people in their life journey, so they feel confident about their financial goals and planning objectives.
Jeff began his career in 2001 as a financial associate at Thrivent Financial and later became part of Sagemark Consulting as a wealth planning advisor. He joined Center for Wealth Preservation (CWP) in 2007 where he cultivated a three-dimensional approach to financial planning. To further his mission, Jeff founded The Legacy Group in 2021 to provide focused and specialized planning for high net-worth individuals, business owners and executives. Jeff’s areas of expertise are estate planning, business succession and wealth management.
With over 20 years of experience, Jeff continues to strive for excellence and maintains a high attention to detail when working with his clients. His unique approach to the business and dedication to helping his clients have earned him numerous industry awards and honors. For the last decade, Jeff has also managed and mentored aspiring advisors both in the field and in the classroom.
Jeff is an active member of his community. He serves on the Trust Committee at St. Peter’s Church in NYC and he has served on the board of directors of the Lutheran Schools Association and as President of his church council. Jeff is a Trustee on the Board of Directors at his alma mater, Rabun Gap Nacoochee School, where he also chairs the Legacy Giving Committee. He has a passion for helping and mentoring young adults and children in underprivileged communities, and he and his wife have created The Sonrisa Foundation to support these efforts.
Jeff and his wife Pam live in Centerport, NY, with their two children, Nicolas and Isabella. Jeff loves spending time with his family. They enjoy going to VT in the fall and skiing/snowboarding during the winter. Jeff graduated from the City University of NY with a B.S. degree in Business Management and Finance.
I am Licensed to sell insurance in: AL, AR, CA, CT, DE, FL, GA, KS, KY, MD, MA, MN, MO, NE, NH, NJ, NY, NC, NM, OK, PA, TN, TX, SC, VT, VI, WA, WV, WY
California Insurance License # 0K65150, domiciled in New York
I am Licensed to sell securities in: CA, CO, CT, FL, GA, MA, MD, NJ, NY, NC, PA, SC, WA
CRN202712-7702256