Jeff has over 30 years of experience in the Financial Services Industry. He has been a Financial Representative since 1983 where he has earned several industry awards. He holds a Bachelors of Science (BS) in School of Management with major studies in Finance and Marketing at Syracuse University.
He received the Chartered Financial Consultant (ChFC) designation and the Chartered Life Underwriter (CLU) designation from the American College. Jeff is a member of the Syracuse Association of Insurance and Financial Advisors (SAIFA).
He focuses on listening to the financial concerns of his clients ((both individual & business owners) and providing thought-out plans and solutions to satisfy those concerns. He joined the team to utilize their knowledgeable resources and teamwork for the benefit of his clients. Jeff is a Partner at Legacy Wealth Advisors of NY.
Jeff resides with his wife and children in Fayetteville, NY. He enjoys golfing, running, and traveling with his family.