Jeff received his bachelor’s degree in Business Administration, with an emphasis in Finance from Baldwin Wallace University. Prior to joining Heritage Financial Planners, Jeff was the Chief Investment Strategist for The Cleveland Wealth Management Team at UBS Financial Services. He has also served as the Head of Mutual Fund Due Diligence for McDonald Investments.
With over 21 years of investment experience, Jeff is committed to delivering world-class service and helping the firm’s clients pursue their financial goals. He handles all aspects of due diligence, including mutual funds, exchange traded funds and closed end funds He helps make sure that clients’ portfolios maintain consistency with their risk profile and time horizon.