Financial Consultant, CPA
Jeff has been helping clients in the financial industry since 1972. He started out his career in the industry as a Certified Public Accountant. He was an auditor for a major New York CPA firm and a corporate controller of a large entertainment conglomerate. He moved from the accounting side to the financial planning side of the business in 1985 when he joined Phoenix Life Insurance Company (now Nassau Re). Jeff then transitioned to LPL Financial in 2004 where he has been helping clients with tax efficient strategies ever since. Jeff graduated with a Bachelor of Science, Summa Cum Laude from New York Institute of Technology in 1972 where he was also the valedictorian of his class. He lives in North Carolina with his wife, Ellen.