Jeffrey has been serving the financial needs of professionals, business owners and their families for more than 28 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Jeffrey takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Jeffrey works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Jeffrey works diligently to help you develop both your personal financial plan and a detailed investment strategy. Jeffrey’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses and reach your long-term financial goals.
Originally from Cincinnati, Ohio, Jeffrey graduated from the University of Dayton with a bachelor’s degree in psychology as well as a Master of Business Administration from Indiana Wesleyan University. Prior to joining Raymond James in 2025, Jeffrey worked at Merrill Lynch Wealth Management for three years.
Away from the office, Jeffrey enjoys spending time outdoors with his family and volunteering at his local church.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
