3750 Park East Dr STE 200
As a CERTIFIED FINANCIAL PLANNER™, Jeffrey focuses his knowledge and talents on creating comprehensive wealth-management strategies for his clients, by concentrating on overall portfolio management. Jeffrey collaborates with attorneys and tax professionals to assist individuals, executives and business owners in effectively managing and protecting their wealth. He is well versed and experienced when it comes to the disciplines of investing for retirement and overall retirement planning.
Jeffrey measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients’ desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients, as people,enables him to recommend and implement custom-tailored investment and wealth management strategies.
As a fully licensed investment professional for more than 25 years, Jeffrey holds the Financial Industry Regulatory Authority Series 7, 31 & 63 registrations through LPL Financial and series 65 registration through Stratos Wealth Partners. Additionally, he holds Life, Accident and Health, Variable Annuity and Long Term Care licensing in multiple states.He is a member of the Society of Financial Service Professionals™, Cleveland, Ohio Chapter. Jeffrey earned an Executive Certificate in Financial Planning™ from John Carroll University and has as attained the CERTIFIED FINANCIAL PLANNER™ practitioner certification.
Jeffrey began his career with Home Life of New York/The Cranford Financial Group in 1985. Jeffrey worked with Home Federal Savings Bank to establish their Financial Consulting division in 1987. He continued his career path at Prescott Ball & Turben/Kemper Securities Group. Later, PaineWebber/UBS Financial Services, Inc. recruited Jeffrey to become their Wealth Preservation Planning Branch Coordinator in Beachwood, Ohio, a position he held for more than 15 years.
Jeffrey has been married to his wife Sherri for 17 years. They have three daughters; Arianna, Alexandra and Annalyse. Jeffrey devotes his free time to raising awareness for Bone Marrow Disease and supporting the Cleveland Clinic Taussig Cancer Center thru his foundation, “Make It Happen 4 BMD”. He enjoys skiing, hiking, bicycling and vacationing with his family.