Jeff has been involved in the financial services business since 1983. In his first year with Rockwell Associates, he was Rookie of the Year. Jeff showed that through hard work and an unparalleled commitment of service to his clients, one can be extremely successful in the industry.
Prior to joining 1847Financial, Jeff was a mentor at Rockwell Associates. He helped to build the success of a 45 year old organization. Jeff is dedicated and committed to helping his clients achieve their dreams and objectives. To launch his career, Jeff pledged himself to 15-hour days, five days a week, for over five years. Through consistent effort and a reputation for outstanding service, he has built a solid client base and has expanded his business through referrals.
Jeff works closely with people in developing personalized strategies dealing with: analyzing retirement funding needs, analyzing college funding needs, and understanding one's employee benefit package, systematic savings/investment strategies, business continuation, and estate planning, 401(k) plans, and non-qualified deferred compensation.
Several years ago, Jeff was involved in a serious accident and has made a full recovery. His first-hand knowledge of what it takes has helped him to counsel and motivate others who have suffered a similar fate.
Jeff is a member of NAIFA - National Association of Insurance and Financial Advisors. He is also a qualifying member of MDRT - Million Dollar Round Table, Court of the Table. Jeff lives in Hockessin with his daughter, Jordan. He enjoys golfing, skiing, and boating.