My Bio

After a successful career spanning over 35 years in technology and consulting services, Jeff decided it was time to move into something that allowed him to use his financial skills to help people who need help in reaching their life and financial goals.  His move to Opes One was a natural fit after years of working with financial planners there and experiencing firsthand the value they bring. As such, Jeff is not only an advisor with Opes One, but also a client.

Today, Jeff works closely with clients to develop highly personalized strategies tailored to their goals and circumstances.  His approach integrates protection, savings, retirement and legacy planning into a comprehensive and collaborative process grounded in transparency, ethics and trust.

Jeff's perspective is deeply shaped by 20+ years of raising a son with special needs with his wife.  Navigating the complexities of Social Security, Medicaid, Medicaid Waivers, Special Needs Trusts, alongside long term financial planning for his family has given him firsthand insight into the unique challenges that families with special needs children face and the importance of having a knowledgeable and empathetic planning partner.

Jeff holds the Chartered Special Needs Consultant (ChSNC) designation from the American College of Financial Executives and maintains FINRA Series 7 and 66 securities licenses, as well as a General Agent - Life, Health and Disability Insurance license.