Jeff is a first vice president and financial advisor with Morgan Stanley, where he has enjoyed a 42-year career. He has always been driven by a passion for helping others and making a positive impact in his community. As a CERTIFIED FINANCIAL PLANNER™ professional and portfolio management director, Jeff has dedicated his career to guiding clients toward their financial goals, and his team currently oversees more than $1.9 billion in assets as of December 2025. He completed the College for Financial Planning coursework and became licensed as a CFP® practitioner in 1994.
But Jeff’s commitment to service goes beyond his professional work. He has been deeply involved in his community, previously serving as chairman of the board of the Redevelopment Authority of Monroe County, PA, and leading Keystone Athletic, a local youth soccer club, as president and coach.
Jeff’s dedication to service and education has earned him numerous leadership positions within the financial industry, having served on the CFP Board Disciplinary and Ethics Commission, the Sanctions and Fitness Commission, and on the CFP Board Appeals Commission. He currently serves on the CFP Board Public Policy Commission. Jeff studied economics and psychology at Colgate University. While there he met his wife, Elizabeth. They live in Stroudsburg, PA, and they have two grown children, three grandchildren, and a golden retriever.
Despite his many achievements, Jeff has no plans to slow down or retire anytime soon. He continues to help his clients navigate their financial futures with wisdom and care, while also pursuing his love of fitness, sports, and the outdoors.
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