SECURAWEALTH - Key Persons

Jeff has provided strategic financial planning and investment management solutions to sophisticated, high net-worth individuals and small business owners since 2000. He spent the prior decade working in banking and finance, analyzing and evaluating the financial strength of companies in a variety of industries; the organizations included The CIT Group, JPMorgan Chase & Co., the Office of the Comptroller of the Currency, and KPMG. This has given Jeff an in-depth understanding of markets, and the insight needed to identify financially sound investments. Jeff holds a B.S. degree from Pennsylvania State University, and an M.B.A. in Finance from Fairleigh Dickinson University.