Wealth Management Advisor1290 Broadcasting Road #122Wyomissing, PA 19610(484) firstname.lastname@example.org
Jeffrey works with his clients is to help ensure that they have winning financial strategies that will support their lives and help them attain their dreams. By working with them in their personal and business financial worlds, Jeffrey educates and helps his clients implement strategies that are available to them in order to maximize wealth, reduce inefficiencies and transfer costs, while protecting them from risks and exposures. The ultimate goal of this work is to help them attain and maintain financial balance which includes being financially secure and financially free.
Jeffrey has been with First Financial Group since 2009, and in the Financial Services industry for 25+ years. He honorably served in the United States Marine Corps for 4 years and attended the University of Oregon. Before becoming a Financial Representative, Jeffrey was a Professional Theatre, Film, and Television Actor in New York City for almost two decades.
Jeffrey and his wife, Veronica live in unique Stoudsburg Village near Adamstown with their dog, Enola. They spend as much time as possible with their daughter, her husband, and their brand new grandson. Jeffrey is a thoroughly obsessed and completely mediocre tennis player. Other interests include theatre, film, and the outdoors. He is a non-stop reader.
Connecting the dots to protect and grow both your business and personal balance sheets.
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