Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Estate Planning, Business Owners
Jeff was born and raised in Cleveland and has a passion for helping others. His career in the financial services industry began in 1997. With a focus in the investment and retirement income planning arena, he assists his clients in addressing problems and risks associated with market fluctuations, taxes and varying economic conditions. Jeff helps make difficult financial decisions easy for his clients by providing sound strategies based on their needs.
As a partner of Skylight Financial Group, Jeff is active in training and joint work within the firm. He has been the agency Annuity Specialist since 2007, helping planners in the agency with product knowledge. His practice is further enhanced by his Business Manager Amy Ryan, who has been working with Jeff since 2003.
With a desire to give back, he is active with the Cleveland Chapter of the American Heart Association as part of their Cor Vitae Society and was the executive challenge chair of the Cleveland Heart Walk for several years. Jeff is a key organizer and contributor to the annual Skylight Foundation Toy Drive, collecting over 1,500 toys each year in conjunction with the Cleveland Police Foundation helping underprivileged children in the community. Jeff also donates an annual scholarship to the Cleveland Chapter of the Leukemia, Lymphoma Society.
A DISCIPLINED APPROACH AND STRESSING THE CONCEPTS OF:
- Fully integrated, comprehensive financial planning
- Allocating assets and recommending investments based on a clear understanding of your objectives, priorities, time horizon and risk tolerance
- Diversification and rebalancing through actively managed portfolios
- A long-term perspective
- Systematic plan and portfolio review
- Lifetime membership and qualifier since 2003 in the prestigious Million Dollar Round Table — The Premier Association of Financial Professionals
- Elected a Cleveland’s Five Star Wealth Manager
- Skylight Financial Group’s Associate of the Year 2008, 2011, 2014 & 2015
- NAIFA’s National Quality Awards for financial advising, investments, life insurance and annuities
Check the background of this investment professional on FINRA’s BrokerCheck
1651 Crossings Parkway Suite A
Westlake, OH 44145