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.

Jeff, a financial advisor for 14 years, has a background of planning with an emphasis on the big picture and the correlations between long term tax planning and wealth management. His primary focus is financial planning for those in, or nearing retirement. His clients benefit from the caring and careful manner in which he approaches financial planning by addressing lifetime income solutions first, and crafting a plan around the goals and needs of each client. Jeff graduated from West Chester University with a BS degree in Business Management. He has been a speaker at many educational workshops. Jeff currently resides in West Grove with his wife Honey Beth, and their son, Brady, and daughter, Emmy. He enjoys the occasional round of golf, trips to the shore with his family, and time spent as a coach of his son’s hockey and soccer teams.