Jeff started in financial services in 1999 working for several major investment firms, including Putnam Investments, Macquarie Capital, and Transamerica Asset Management. Jeff then transitioned to working directly with retail clients with LPL Financial Services. Currently Jeff works as a financial advisor with Osaic Wealth, INCs helping his clients achieve their financial goals. Jeff focuses on customized solutions for each individual client. As a fiduciary, Jeff acts on his clients’ best interest above all else.
Jeff resides in Groton, MA and when he’s not assisting his clients he spends time with his family and enjoys competitive sports and many outdoor activities.