"Planning is bringing the future into the present
so that you can do something about it now"
— Alan Lakein
I help individuals and families plan and execute on financial strategies that allow
them to enjoy a safer and more predictable financial future. Sherpa Financial has a local team of 11 and our Broker Dealer, Woodbury has over 1500 advisors. Woodbury is owned by Advisor Group, Inc. Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets.
Learn more about me and my philosophy
Jeff brings with him a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management.
His primary focus is financial planning for those in, or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client. Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops.
Jeff currently resides in West Grove with his wife Honey Beth, and their son, Braydon, and daughter, Emerson. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son’s hockey and soccer teams.