Jeff is a First Vice President – Wealth Management with UBS Financial Services Inc. He has worked in the financial industry for almost 30 years and has worked at UBS for the past two decades. His area of expertise is comprehensive wealth management.

Jeff began his financial career when he graduated from Wright State in 1990 with a degree in Finance and Financial Planning Services. He is licensed with the Series 7,63,65 as well as Insurance and Health. He is also a certified wealth advisor.

Jeff and his wife Nancy live in Mason, Ohio with their son Jack and daughter Lauren. He enjoys traveling the world, golf and spending time with his family and friends. Jeff’s love for sports and passion to give back have driven him to coach several youth sports teams in the Cincinnati area over the years.

• 30 Years of Experience in Wealth Management

• University of Toledo
• Wright State University

• Series 7
• Series 63
• Life and Health Insurance

AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV