I provide comprehensive investment planning. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.
Background and experience
From hearing Ed talk about the stock market at the dinner table to working at Wells Fargo Advisors in various roles since 2011, Jeff has grown up around and has a passion for finance and helping others. Currently, Jeff is a Financial Advisor working with Ed Andrews, Senior Vice President- Investments. He brings youth, eagerness, and a drive to go above and beyond for clients to the practice.
I earned my Bachelors of Arts in business with a concentration in finance, and a minor in computer science from Lycoming College.
Away from the office
In addition to helping my clients, I am committed to helping my community. I am an Eagle Scout from troop 82, and I completed my Eagle Scout project at Father John's animal shelter in Lafayette, NJ. I am president of Tau Kappa Epsilon Mu Theta Chapter’s Alumni Association of Lycoming College. I am also active in the Rotary Club of Madison, NJ where I am on the board of directors and participate in many civic and philanthropic events throughout the year.
I am also the administrative officer of the Lake Hopatcong United States Power Squadron chapter. My hobbies include building electronics, traveling, football, and golfing.