Jeffrey is a graduate of the State University of New York at Binghamton. He is a Wealth Management Advisor at Vista Wealth Solutions. Jeffrey has earned the Chartered Financial Consulting and Certified Employee Benefits Specialist designations from the American College.  

Prior to joining Vista Wealth Solutions in 2010, Jeffrey led advisor teams at TIAA-CREF specializing in the design and implementation of retirement plans and in providing comprehensive financial planning for executives and employees at over 1,000 higher education institutions.

Since joining Vista Wealth Solutions, Jeffrey has leveraged his 35 years of diverse experience and expertise as a Certified Employee Benefits Specialist Designee and Wealth Management Advisor to provide:

• Business Owners and Companies with Comprehensive and Coordinated Employee Benefits, Business Evaluation and Succession Planning, and Personalized Wealth Planning for all employees.
• Individuals and Families throughout the country with in depth Wealth and Protection Planning to help them reach their long-term financial success.
• New advisors joining the financial services industry with coaching to ensure they focus on needs based planning and building quality client relationships.

PROFESSIONAL ACCOMPLISHMENTS  

• Financial Services Professional since 1990
• Chartered Financial Consultant Designation, American College (ChFC)
• Certified Employee Benefits Specialist Designation, American College (CEBS)
• FINRA Series 7, 63, & 65 Registrations
• Life & Health Insurance Licenses
• MassMutual Leaders Conference Qualifier* (2011-2016 & 2018-2020 & 2021)
• MassMutual Blue Chip Council Qualifier* (2015)