Business Services
Business owners often need guidance through the highs and lows their organizations face. We help our clients obtain the guidance and services they need, whether it’s maximizing business opportunities, retaining key employees, or incorporating business ownership into your family’s financial plan.

Professional Focus
Consultant to BLBB and their business-owner clients to prepare them for various transition decisions including business valuations, as well as independent assessments on proposed operational improvements, divestitures and acquisitions strategies Education
Rutgers University, BS, Civil EngineeringFairleigh Dickinson University, MBA
Community Leadership
The Reserve at Creekside Homeowners’ Association, Board President Personal
In his free time, Jeffrey enjoys spending time with his extended family at the Jersey Shore where he rides his bike and walks on the beach. He also plays golf, paddle tennis, and padel at Philadelphia Cricket Club. 
Professional Credentials
Chartered Retirement Plan Specialist, CRPS®Certified Plan Fiduciary Advisor, CPFA®
Education
West Virginia University, BA, Political Science Community Leadership
Girls on the Run Southeastern PA, Young Professional, Board MemberThe Giving Tree, Board Member
Women in Investing Network (WIN), Member