Jeff is a Senior Wealth Advisor and a Principal of The Colony Group. He counsels clients in all areas of financial planning and executive benefits and specializes in tax planning and return preparation. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service. He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Before joining the firm, Jeff was a Financial Advisor for American Express Financial Advisors where he worked with clients to develop financial plans. Previously, he held NASD Series 7, 63, and 66 licenses. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.*
Jeff earned a Master of Science in Sports Management from the University of Massachusetts at Amherst and a Bachelor of Arts in Economics and Mathematics from Colgate University. He is an active member of the Colgate University Alumni Corporation.
