Jeff has provided strategic financial planning and investment management solutions to sophisticated, high net-worth individuals and small business owners since 2000. He spent the prior decade working in banking and finance, analyzing and evaluating the financial strength of companies in a variety of industries; the organizations included The CIT Group, JPMorgan Chase & Co., the Office of the Comptroller of the Currency, and KPMG. This has given Jeff an in-depth understanding of markets, and the insight needed to identify financially sound investments. Jeff holds a B.S. degree from Pennsylvania State University, and an M.B.A. in Finance from Fairleigh Dickinson University.
“I customize all of my investment solutions to ensure I meet my clients’ personal and financial goals, needs and priorities. I take a value approach to purchasing, which is important to maximizing my client’s total portfolio return, while minimizing their risk.”
With SecuraWealth™, Jeff has found an ideal way to benefit clients with his unique brand of expertise, without the red tape of the “big investment firm” approach. While large firms can and do deliver results, Jeff felt that too often the individual was lost in the shuffle of a large company’s stable of clients – and he knew that there was a better, smarter way to help his clients grow their portfolios. By working with SecuraWealth™, you are more than a client – you’re a valued partner in the business of building wealth. And you can be confident you have a trusted, experienced professional on your side.
SecuraWealth™ is a Preferred Wealth Advisor with both the Stark County Medical Society and Mercy Development Foundation in Canton, Ohio. Jeff volunteers with the boards and committees of various charitable organizations in the Canton region, including the Paul and Carol David YMCA, the YMCA of Central Stark County, and the Mercy Development Foundation. Jeff is also a member of the Jackson-Belden Chamber of Commerce.