Jeffrey is the Managing Principal of his own wealth advisory firm associated with Wells Fargo Advisors Financial Network, and is entering his 26th year as a financial advisor. His clients include high net-worth families, athletes, entertainers, business owners and celebrities.
Jeff has been named by Barron’s as Top 100 Independent Financial Advisors in 2019, by Forbes as one of America’s Top 250 Wealth Advisors in 2017, 2018 and 2019, as well as Forbes Best-In-State Wealth Advisors in 2019 ranking #7 in Michigan. He was also named to Barron’s Top 1,200 Financial Advisors for the 6th time in 2019. Jeffrey was selected as a “Five Star Wealth Manager” by Hour Detroit Magazine, and in 2017 and 2019 was named a Top 400 ranked Financial Adviser by The Financial Times.
He holds a B.S. in Business Administration from Eastern Michigan University and received training for his Certified Financial Planner certification from Oakland University.
Jeffrey has a national practice with offices in South Florida, Michigan, Indiana and New York. He and his wife Nicole have three children and call South Florida their home. He enjoys competitive sports and is involved with many charities.