Jeff lives in Skaneateles, NY with his wife Caitlin and his children Paige and Colin. Jeff loves to spend time with his family, play golf, run and play guitar.
Building confidence. Helping people.
I spent a large portion of my career as a cog in the wheel of capitalism, trading stocks for a large national bank. Over time, I realized that while there was value in what I did, it lacked an authentic person-to-person element. I value people. And I wanted to work with a team that genuinely helped people reach meaningful personal goals.
As a Wealth Advisor with Parkwoods Wealth Partners, my role is to be a guide to our clients. To ask good questions. To listen. To truly understand not just how to manage a portfolio, but to understand who you are as a person. And to build a unique plan to get you where you want to be.
As a husband and father of two, I know first-hand the importance of wise financial planning. It’s a responsibility I take very personally.
And so I consider it a privilege to shake my clients’ hands, look them in the eye and watch them grow in confidence for their financial future.
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