Jeffrey works with a broad range of individuals and families, those preparing for retirement, women investors, helping clients navigate comprehensive financial planning, retirement income strategies, retirement planning.

He takes a client-centered and long-term focused approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Jeffrey earned a B.A. from Brandeis University and a J.D. from Fordham University School of Law. His educational background supports a personalized and thoughtful approach to helping clients navigate important financial decisions.

Outside of work, Jeffrey enjoys staying active through golf, tennis, pickleball, trips to the gym, and an early morning cold plunge.

Serving clients in and around Port St. Lucie, FL.