Jeff is an accomplished Senior Financial Services Executive with a proven track record of success spanning over 30 years of experience in the financial services profession.Jeff graduated from Wilkes University in Wilkes-Barre, PA with a Master’s Degree in Business Administration. He has furthered his professional development by earning both the Certified Financial Planner (CFP®) and the Certified Investment Management Analyst (CIMA®) designations. These certifications are earned through extensive coursework and examinations. Both designations require on-going mandatory continued education. Prior to joining TCG, a HUB International company, Jeff spent the past 10 years with Putnam Investments, one of the oldest and well-respected investment managers in the world.Jeff has developed a keen understanding of the issues investors face and takes a thoughtful approach with each client to help them plan for their financial goals and objectives. The expertise Jeff gained earning the CFP® designation will enable us to define your financial goals and analyze the most cost-effective way to help ensure the sustainability of your desired lifestyle while meeting your goals more effectively. Obtaining the Certified Investment Management Analyst (CIMA®) designation has provided him with skills that will augment TCG’s history of successful investing while bringing a new dimension to our portfolio construction and review process.