Jeff joined his father, John, in the family business in May 2015, becoming a Registered Representative later that year. Born and raised in Patton, Pennsylvania, Jeff earned his Bachelor's degree from Duquesne University in Pittsburgh. Before entering the financial services industry, he spent eight years as a college baseball coach, developing the leadership, teamwork, and communication skills he brings to his clients today.
Jeff believes in building trust-based relationships with his clients above all. When building portfolios, he relies on objective statistics and analytics, working hand in hand with clients to create personal portfolios tailored to each client's individual needs. As a financial advisor affiliated with LPL Financial, he assists clients with retirement planning, investment strategies, annuities, life insurance, and long-term financial goals. He also plays an active role in incorporating technology and innovative solutions to enhance the client experience.
When not in the office, Jeff and his wife Amanda can usually be found at a ball field, dance studio, or playing board games with their four children, Vaida, Freddie, Mae, and Annie.