Jeff joined the SFP Wealth retirement team in 2021. As a key member of our team, Jeff oversees all aspects of our client relationships, from benchmarking qualified plans and leading enrollment meetings to educating plan participants, conducting investment analyses, preparing retirement plan proposals, and assisting plan sponsors with converting and implementing retirement plans. Known for cultivating lasting relationships with his clients, Jeff is passionate about crafting a personalized experience that caters to his clients’ unique needs.
Jeff graduated from the University of New Hampshire in 2014 with a bachelor’s degree in Finance. He holds his Series 6, 63 and Producer’s Life Insurance licenses.
Jeff currently resides in Woburn, MA with his fiancé. Outside of the office, he enjoys spending time with family and friends, whether it's playing hockey, teeing off at the golf course, or rooting for his beloved Boston sports teams.