Jeff enjoys working with people who have worked hard to develop their businesses, careers, and themselves — have been rewarded for it — and want to make the most of everything they've created, for their personal lives and their families.
Jeff’s core philosophy is to take care of people in the same way he would want to be treated — prepared, proactively guiding, following through, responding within 24 hours — which is less than common today, across all industries. He built his practice for clients to have confidence they are doing the right financial things, and will ultimately get to where they want to be.
Background
In early 2024, Jeff and Joe established President’s Wealth Management— to better reflect their group’s specialty and understanding in financial planning for presidents/owners of businesses, corporate executives, leaders in the community, and of course, their families.
After decades of prior affiliation with Lincoln Financial Advisors, now the group affiliates with Osaic Wealth one of the largest and most advanced providers of wealth management solutions in the industry, to support the team. The significance of being independent, is that the team doesn’t work for any financial firm— the team works solely for clients.
For almost a decade, to understand and address the issues most unique and pressing to business owners and corporate executives, Jeff has been an active member of the Business Intelligence Institute* and Executive Consulting.
In 2016, Jeff had earned the CFP® certification, the highest standard in the industry, to distinguish himself from other advisors. CFP® professionals have completed extensive training, experience requirements, and are held to rigorous ethical standards. CFP® professionals are required to make financial planning recommendations in a client’s best interest, and Jeff acts as a fiduciary**** with his clients.
After beginning his career in 2011 with another financial firm, Jeff had joined Osaic Wealth (formerly known as Lincoln Financial Advisors) in 2013 to build and grow a business in helping people reach their goals. As a 2nd-generation advisor, he worked closely with his father for more than a decade.
Prior to the advisory industry, in his last two years at John Carroll University, 2009 and 2010, he served as captain of JCU Men's Soccer.
Education & Associations
CFP® Certification, since 2016
Business Intelligent Institute*, Member since 2016
Executive Consulting, Member since 2017
Million Dollar Round Table®**, qualified since 2016 - present
The Resource Group, Member since 2015*****
Premier Partners***, Member since 2018
Strategic Coach, Member since 2024
Ongoing attendance at local & national seminars
B.S.B.A., John Carroll University, 2010
About Business Intelligence Institute*
Business Intelligence Institute* (BII) is an Osaic Wealth initiative focused on serving the needs of business owners, to help them grow, protect, and transfer their life’s work. Only the most highly-qualified advisors within Osaic Wealth are invited. Our mission is to use our holistic financial planning process to help clients make decisions to reach their business and personal goals.
About Executive Consulting
Executive Consulting is an Osaic Wealth initiative focused on serving the needs of corporate executives, with a passionate commitment to help them toward achieving their financial goals. This includes maximizing corporate benefits (e.g. stock compensation plans), developing accumulation and retirement distribution strategies, minimizing taxes, and leaving a legacy to heirs and charity. It is comprised of a select group of Osaic Wealth financial planners nationwide, who have demonstrated expertise in addressing the financial concerns of top executives.