Jeffrey has been in the financial services industry over 12 years. His first career for 22 years, was teaching and being department head for biology and chemistry in the Philadelphia School District, were he also coached swimming and gymnastics. While teaching, Jeff developed his own Property Management Company as a contractor, property manager and also as a renovation contractor for a group of private customers. Jeffrey has been helping many people with their Retirement planning, in the Philadelphia Tri-State region for 12 years. He has expanded his practice with younger client families, to help their children get into college, with reduced tuition costs. This helps the parents to maintain and grow their retirement accounts while helping the kids to get accepted into college and graduate with less financial strain.
Jeffrey’s vision and goal is to help people get their high school aged children into colleges, who will give them the best educational opportunity for the best priced tuition. This has always been a desire and passion of mine for many years, starting with my Boy Scout leadership for 40+ years and my years of teaching. Jeffrey has always challenged and encouraged teenagers to do the best they can, use their talents and energy and to go to college. This is because a college degree offers them the best opportunities for success in a career and life in the world we live in.
Jeffrey went to elementary and middle school in Lower Merion, a suburb of Philadelphia, then graduated from Olney High School after his family moved into Philadelphia. During his high school years, Jeffrey was also in the Marching Band, Orchestra and Varsity Gymnastics team. He then went on to graduate from West Chester (State College) University with his Bachelor of Science degree in Secondary Education, Biology.
While teaching in Philadelphia, Jeffrey earned two Masters degrees in Science Education and Educational Administration, working towards a principal certification. Jeffrey also earned his Pennsylvania State Insurance license in life and annuities.
Jeffrey is married to Cheryl and has a son and daughter and two grandsons. He also has six siblings with 25 nieces and nephews. Jeffrey has always enjoyed swimming and boating as well as sailing. He had played handball for 41 years and enjoys yardwork and making home renovations. Besides his many years as a Camp Staff Aquatics Director and Adult Leader in the Boy Scouts of America, Jeffrey has been an active member in his church. He currently serves as a choir member, youth Sunday School teacher and a Ruling Elder.
Protecting & Growing Your Retirement assets and getting the Best college education for the Best price for Your children & grandchildren.
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