Jeff has been in wealth management since 1994. Jeff  believes his value-based planning process is a comprehensive approach to living life with purpose, and assists his clients while they are seeking to build, protect, and enjoy their wealth with confidence. Prior to entering wealth management, Jeff spent five years at Baxter International, first in Corporate Audit, then in the International Treasury Department.

 

Professionally, Jeff has received his CFP^®designation and holds numerous securities licenses as well. He is the past president of the Financial Planning Association - North Shore Council and was on the Illinois Chapter Board. Through the years, Jeff has given numerous financial education seminars and workshops at several corporations in the Chicagoland area and has taught a financial education class at Glenbrook South High School.

 

Jeff graduated from Southern Methodist University with a BBA in accounting. Jeff also attended Richmond College in London for a semester. After working for two years as a CPA in public accounting with Ernst & Young, he attended the University of Illinois at Chicago, where he received his MBA with a concentration in finance and international business. While getting his MBA, Jeff did internships at Porsche in Stuttgart, Germany and General Electric in Louisville, Kentucky.

 

Jeff resides in Northbrook with his wife and three sons. He enjoys being involved in the community as a Northbrook Park District Parks Commissioner, Northbrook Chamber of Commerce Member and coaches youth baseball. He represented the USA in Rugby at World Maccabiah Games in 1989, 1993 and in 1997, won a gold medal. Jeff is now Treasurer of Maccabi USA.

 

As a son of a divorced mother, I learned early that money can mean the difference of feeling in control rather than being controlled.  Understanding and effectively managing your money is critical to your confidence and freedom.

As a Successful Professional,  I have learned that having a plan combined with ongoing advice and education can enhance your confidence and reduce your stress typically created by money.

Therefore my true value as your financial advisor is to help you recognize what is truly important in your life, simplify complex financial issues and continue to educate and communicate with you in order to develop a trusting relationship.