Jeff started his career at Pinnacle Investments in 2010 and recently rejoined the team in 2019 as a Financial Planner and Investment Advisor. Jeff’s focus is on developing comprehensive financial plans and investment strategies to meet the needs of his clients. He believes having a strong plan is the key to getting clients organized and allow them to achieve the freedom, flexibility and the confidence to make financial decisions. Through a clearly defined planning process Jeff will work to identify personal goals and implement action steps to accomplish them. He is motivated by a passion for financial planning and how a well thought out plan can leave a lasting impact on clients’ lives.
Jeff has the following licenses and designations: Life, Health and Accident Insurance, Series 7, 63, 65 CERTIFIED FINANCIAL PLANNER™
With strong ties to Central New York, Jeff is a native of Marcellus and currently lives in Cicero with his wife Elizabeth.