Jeff is a Senior Financial Counselor at RTD Financial Advisors. Jeff joined the firm in 2016 as a shareholder. Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career at Diamond Shamrock in Dallas, TX. While in Dallas, he became interested in using principles of corporate finance in personal financial planning. Jeff moved to the Philadelphia area where he started his own financial planning firm. He became a Certified Financial Planner and Accredited Asset Management Specialist (AAMS) through the College of Financial Planning in Denver. He is a Certified Divorce Financial Analyst.
Jeff has a Master in Taxation degree from Villanova Law School, with a special certificate in estate planning.
Jeff is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association. Jeff has served on the NAPFA Northeast Regional Board and was Co-Chair of two NAPFA national and regional educational conferences.
Jeff is a member of the Financial Therapy Association.
Jeff has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995.
Jeff finds inspiration in helping clients discover what is meaningful to them about their lives. Working with clients in an empathic manner fosters an environment where couples are encouraged to identify their differences and support each other’s aspirations. Jeff enjoys the opportunity to offer counseling that creates convergence in the actions taken to produce real financial progress and achieve peace of mind. Jeff has completed a 40 hour Mediation Intensive Training program through the Center for Understanding in Conflict.
Jeff is the author of “Get Client’s IRA Custodian to Follow Recommended Beneficiary Designation” published in TRUSTS&ESTATES magazine November 2017.