Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Since 1986, Jeff has been providing financial advice to hundreds of families, retirees, business owners, professionals, and affluent individuals. His commitment is to build long-term client/advisor relationships and to provide the best in professional guidance. A seasoned professional speaker, Jeff finds his roll as an AFEA chapter president as an excellent way to give back to his community, teaching hundreds of families at Free Public Workshops in the Greater Erie area. A lifelong Erie resident, Jeff lives in Fairview, PA and is an avid golfer and accomplished musician (trumpet) and regularly performs with the Buffalo Philharmonic "Pops" Orchestra, the W. D. Packard Band in Warren, Ohio and many local groups such as the Misery Bay Big Band. Jeff was the music director, writer/arranger/composer and brass instructor for the Erie Thunderbirds Drum and Corps, and led them to six national championships. In 2005, Jeff was inducted to the Pennsylvania Drum and Bugle Corps Hall of Fame. On April 24, 2010, Jeff was honored with induction into the Buglers Hall of Fame. He regularly sounds “Taps” for our local hero’s at military funerals, and is also an Ontario Hockey League Off-Ice Official for the Erie Otters Hockey Club.