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 currently lives in Baldwinsville with his wife Elizabeth, and two daughters Nora and Grace.
Check the background of this investment professional on FINRA’s BrokerCheck.
