With over 35 years of experience in the financial services industry, Jeff is a partner of Shore West Financial Group. His passion for studying financial markets and economic cycles, along with his financial acumen, serve him well as our team’s portfolio manager and investment policy leader.Jeff focuses on fusing technical and fundamental resources to manage individual portfolios. With an institutional approach, he focuses his efforts on providing asset management, income investing, retirement, and estate planning services to business owners, professionals, and retirees. As a proud graduate of Baldwin Wallace University, Jeff earned a Bachelor of Arts degree in business and finance. Additionally, he has passed the Series 7, 8, 63, and 65 securities licenses and holds life and health insurance licenses. He enjoys being an active member in his community, serving as the Chairman of the Black River Education and Wellness Foundation. In his spare time, Jeff enjoys outdoor sports and aviation. Jeff and his wife, Lyn, reside in Avon Lake and have three sons.