Meet the Team
MBA, CIM®, CIMA, CFP®, FCSI™
Co-founder – Senior Wealth Manager
Through personal experience in dealing with student debt, personal and career development, and entrepreneurial ventures, Jeffrey shares a perspective that very few advisors in the industry have. With his unwavering drive to better the lives of up-and-coming leaders, combined with the un-paralleled skill, knowledge and experience of his team, he is dedicated to providing the most effective and relatable advice to his clients.