Jeff uses a personal approach as a Private Wealth Advisor with the goal of helping his clients have a sense of security about their future. There is no cookie cutter approach and he believes in looking at their entire financial situation and dealing with reality.
With more than 10 years of experience in the financial services industry, he serves his clients as their trusted advisor with regular communication and professionalism as a priority. Based on their goals, resources and time-frame, he develops a financial plan that is logical and understood by his clients.
The specific services and products he is able to use with clients include: Retirement Strategies, Wealth Management Services, Financial Planning (Comprehensive or Individual Concept), Mutual Funds, IRAs (Traditional and Roth), Annuities, Insurance Policies, Group Benefits, Estate Planning, College Funding, Executive Benefit Strategies and Philanthropic Gift Strategies.
Jeff lives in Plum Borough PA. He is a member and attends Monroeville Assembly of God and Burrell Community Church. He was recently married to Kristi Wilson of Uniontown. His son Jeff attends Penn State University and his son Mike attends the Community College of Allegheny County. His newly added son Jim attends O’Block Jr. High in Plum. He enjoys spending time with family, music, sports and plays piano and golf.
Jeff has a Bachelor’s degree from Indiana University of PA. He worked successfully as a financial advisor with Ameriprise Financial and MetLife Premier Client Group before joining the team at Mosaic Wealth Consulting at their Monroeville, PA office. He holds a Series 7 and Series 66 securities registrations as well as life, accident, health and Long Term Care licenses.