Jeff has been building financial strategies for his clients for over thirty years. “Not surprisingly, business owners running multi-million dollar enterprises are often so focused on the day-to-day operations that they need our help to see the financial forest through the trees. They are looking for clear, achievable action plans that cut through the clutter. We custom design our work to address their objectives and to help them protect what they have built.”
Jeff’s creative solutions for privately held businesses have been featured in Inc. Magazine. Jeff has advised national trade organizations, and has taught at both the Family Business Forum of Fairleigh Dickinson University and the Clemson College of Commerce. Most recently, Jeff has been a guest speaker for the World President’s Organization, the Young President’s Organization, and the Contractors Association of Eastern Pennsylvania.
Jeff is the Founder and Chairman of the Albert V. Jaskol Memorial, raising hundreds of thousands of dollars to benefit cancer research. He is a past president of the American Cancer Society’s Southern New Jersey Advisory Board and has also served on the Board of Trustees for the Virtua Hospital System Foundation.
Jeff holds a Master of Science in Financial Services with a concentration in Family Business from the American College and a Bachelor of Science in Economics from the Wharton School of Business with concentrations in Accounting and Entrepreneurial Management.
Jeff is a registered representative of TFS Securities, Inc., and an investment advisory representative of TFS Advisory Services. Jeff maintains Series 7, 24, 63, 65 and 79 FINRA registrations.