Since 1986, Jeff has been providing financial advice to hundreds of individuals and families, retirees, business owners, professionals, and affluent individuals. His commitment is to build long-term client/advisor relationships and to provide the best in professional guidance in the areas of investment planning, wealth accumulation, retirement planning, estate planning, tax reduction and risk management.
A lifelong Erie resident, Jeff lives in Fairview, PA and is an avid golfer and accomplished musician (trumpet) and regularly performs at his church home, Dorchester Drive Baptist Church in Millcreek, PA as well as with the Buffalo Philharmonic "Pops" Orchestra and many local groups such as the Misery Bay Big Band. Jeff is also the music director, writer/arranger/composer and brass instructor for the Erie Thunderbirds Drum and Corps, and has led them to six national championships.
In 2005, Jeff was inducted to the Pennsylvania Drum and Bugle Corps Hall of Fame. On April 24, 2010, Jeff was honored with induction into the Buglers Hall of Fame. He regularly sounds “Taps” for our local hero’s at military funerals, and is also an Ontario Hockey League Off-Ice Official for the Erie Otters Hockey Club.