Jeff has been serving the financial needs of professionals, business owners, retirees and their families for more than 23 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.

Jeff graduated from Tulane University, A. B. Freeman School of Business with a Bachelor of Science degree in management and finance. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification from Northwestern University. Prior to joining Raymond James in 2021, Jeff worked for R. W. Baird for nine years.

Partnered with his father, Richard, Jeff takes a comprehensive approach to addressing your financial needs. After getting to know you and coming to fully understand your investment objectives and tolerance for risk, Jeff works closely with you to develop a customized financial plan designed to pursue your short- and long-term financial objectives.

With the support of the experienced professionals at Raymond James, Jeff works diligently to help you develop both your personal financial plan and a detailed investment strategy. Jeff’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 strive for your long-term financial goals.

Away from the office, Jeff enjoys scuba diving, playing tennis, running, skiing, participating in triathlons, yoga, farmers markets, symphonies and giving back to the community and youth.

Originally from Madison, Wisconsin, Jeff relocated to Sarasota, Florida, at age 9, where he has been presenting business and stock market reports for the local ABC 7 (WWSB-TV) station every Friday at noon for the past five years.