Jeff began his career in 2000 with American Express Financial Advisors. He has an extensive background and knowledge base in financial planning, insurance, and wealth management. He served as the chief investment and chief compliance officer for a registered investment advisory firm and mentored dozens of independent financial advisors to help them educate their clients on the unique challenges that retirement presents.

Jeff has many roles at Thrive, but his main focus is and always will be helping clients create a successful, comprehensive tax-efficient retirement income plan. He lives in Bucks County and enjoys spending time with his wife, Aimee, and his children, Gavin and Rhyan.