Jeffrey ensures he guides his clients in understanding every aspect of their financial lives, seeing out he’s able to simplify and demystify any desired path allowing one to reach their established goals. Helping his clients achieve the financial future they desire is the cornerstone of Jeff’s practice.
As a Financial Services Executive, Jeff’s strengths truly shine when he’s faced with complex situations, working through them, and simplifying down to an easy and understandable solution. Jeff makes it a point to gather all of the pertinent facts first, and then be able to deliver a well-thought-out strategy in achieving one’s short-term and long-term financial life goals. Jeff enjoys working most with individuals and businesses who have a wide spectrum of needs, many of which who deem him as their “personal CFO.” Jeff is constantly striving to ensure he has a full understanding of each client’s unique situation, delivering strategies on key financial planning topics including insurance, income taxation, retirement planning, investments, and estate planning.
During his tenure at MetLife, Jeff was a 23-Time Leaders Conference Qualifier (1994-2017) and a President’s Conference Qualifier (2005). Jeff had the privilege of being the first-ever recipient of the Frank Giannini Award of Excellence (1998), Sales Representative of the Year. Jeff holds his series 6 and 63 securities licenses and is licensed to sell life, accident and health insurance*.
Jeff’s significant knowledge in complex financial and investment topics is a natural fit for his vision of a holistic approach to working with retirees and families. He likes to explain his approach as him flying a helicopter thousands of feet in the air, looking down at all of the puzzle pieces he needs to put together in order to fulfill your life’s greatest desires.
A graduate of Staten Island College Jeff earned his Bachelor of Science degree in marketing. Jeff is abundantly active in the community, coaching the Shelton Youth Soccer League (2006-present), Shelton Youth Basketball (2010-present), Holy Trinity Youth Basketball (2017-present), and Shelton National Baseball Coach (2016-present). Jeff is also an active member of the Men Who Cook Foundation and is on the Board of Directors for the Foundation for Life.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Insurance Lic # 0L85848
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