Jeff began working in financial services in 2007, with offices in Waynesboro and Richmond, Virginia. In 2013, the decision was made to move back "home" to the Philadelphia area. This was an important choice for the development of his children and the desire to be back around family (and cheesesteaks).
Jeff's practice consists of a team-based model which gives clients an opportunity to have deep resources. His clients tend to have some common characteristics: they don't assume they know all things, they are looking for novel ideas specific to them, they appreciate opinions supported by math, and most of the time they are looking for a more complete picture than what they had been doing in the past.
These characteristics are very consistent with many professions around health sciences (physicians, CRNAs, NPs, and pharmaceuticals), information technology, and real estate (investors and realtors who invest). Also, because of how Jeff's family and extended family have been brought together, the GOEplan Team has a strong connection when working with adoptive families and special needs families.
Outside of work, Jeff is often watching wrestling or lacrosse and has spent many years coaching both of these sports. His other favorite leisure time activities include all things involving his family, fishing (and especially fly-fishing), being outdoors, and playing with his German Short-haired Pointer (Wren).