About Me

Jeffrey has graciously served a broad array of investors for nearly 40 years. He began his career as a Corporate Trust Administrator with Bank One Trust Company in 1985 and made the leap to the brokerage side of the industry in 1986. Realizing his passion for serving clients, he joined Smith Barney as a financial advisor, working his way up to becoming a Vice President/Investments. In 2009, he joined Merrill Lynch as a Senior Vice President/Investments and then moved his practice to Stifel in 2019.

Jeffrey earned a B.S.B.A in Accounting from The Ohio State University and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Jeffrey has been married to his wife, Jodi, for nearly 33 years and has two daughters. He is an avid sports fan and tennis player and enjoys traveling, listening to music, learning about history, classic cars, and Portuguese Water Dogs.     

My Philosophy

Before the opening bell, the evening news, or a client’s call, I strive to have a well-thought-out plan of action. I believe I am well equipped to anticipate my clients’ various financial life stages before they experience them. Whether it is building wealth, the sale of a business planning retirement, or leaving a proud legacy, my goal is to help my clients stay in front of life’s important events and transitions. I believe I can be a wealth of knowledge at a moment's notice. When the market moves up and down, I seek to help my clients invest with a clear, illustrated strategy. When my clients’ lives inevitably change, I believe they should be prepared and well positioned, and I am ready to work for them as their personal financial advisor. I am proud to say that I am currently serving several third-generation clients.