About Jeffrey
Jeff’s passion is helping clients achieve their financial goals by delivering a thorough and professional combination of financial planning, overall wealth management, and sound investment management.
Jeff and his wife, Patty, are longtime residents of Wilton, CT, where they raised their three boys. In his spare time, Jeff enjoys spending time with family, including his two dogs; playing softball and golf; and traveling.
Education and Professional Milestones
-University of Connecticut - BS and MBA in finance
-Has over 34 years of financial services industry experience, including as a financial consultant with Charles Schwab and in various roles with Fidelity Investments
Jeff’s passion is helping clients achieve their financial goals by delivering a thorough and professional combination of financial planning, overall wealth management, and sound investment management.
Jeff and his wife, Patty, are longtime residents of Wilton, CT, where they raised their three boys. In his spare time, Jeff enjoys spending time with family, including his two dogs; playing softball and golf; and traveling.
Education and Professional Milestones
-University of Connecticut - BS and MBA in finance
-Has over 34 years of financial services industry experience, including as a financial consultant with Charles Schwab and in various roles with Fidelity Investments