With the knowledge that comes with more than 29 years of experience in the wealth management industry, Jeff guides investors to navigate the variety of available investment options with dedicated and focused service and personal commitment.
From financial planning to comprehensive account management, Jeff strives to make recommendations solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Kestra Investment Services, Jeff has access to the financial expertise and resources of one of the nation’s leading independent wealth management platforms. If you have a question or concern, he responds promptly, thoroughly, and honestly. He also provides clear information you need to make well-informed decisions about your investment needs, grounded in realistic expectations.
Jeff joined Kestra Investment Services in 2026 after 14 years with Commonwealth Financial Network. He holds a master’s degree in finance from the Institute of Business and Finance. Jeff splits his time between Keene, New Hampshire, and Naples, Florida, with his wife, Melanie.