Quality, perspective, honesty and integrity are Jeff’s core values at the center of everything he does. From day one Jeff is an advocate for you, your wealth and your legacy. He knows how hard you have worked to get to this point in your life and believes in your continued success. Jeff has a confidence in his abilities to work closely with you in order to achieve your dreams.
Jeff has over 28 years of experience in the financial industry working with his customers and cultivating relationships through the years. He is a 1990 graduate of California University of Pennsylvania with a bachelor’s degree in Business Finance. Jeff was born and raised in southwestern Pennsylvania and as a resident of Washington, Pennsylvania he is very active in his community and church. Jeff and his wife Laura, along with their two grown children, Natalie and Jeffrey, love to entertain and travel with friends and family. In his spare time, he is also avid outdoor sportsmen where he loves to hunt, fish and golf.
Want to learn more about Jeff’s practice? Explore the process, values and experience he uses to help guide you in achieving your dreams and visions. My mission is to help guide and support you in your mission to achieve your dreams and vision. That is why I am an advisor with Baird.
This is your story. Let me help you write it.