I’ve spent almost 2 decades working as a financial advisor, first at Morgan Stanley and now as an independent fiduciary advisor. The transition from a large corporate firm to the independent side of our business was a scary one, but one I will never regret. The freedom to advise clients without bias from a corporate structure has been both liberating and extremely rewarding. My favorite part of the job is the relationships that are built over time and being able to help individuals and families find peace of mind in their financial lives.
Even though the markets can be volatile at times, investments are often the simplest part of this career. The more complicated part is helping people navigate complicated family issues, preparing for the unknown, and helping them find comfort in the legacy they will someday leave behind. I often tell my wife, Debbie, that going to work for me is like waking up on your birthday morning as a kid….it is exciting, and you never know what you’re going to get!
In addition to working with individual clients and families, I enjoy working with our business and non-profit clients. It is amazing to learn about so many different organizations and the work they do to make the world a better place.
When I’m not working with clients, I enjoy watching sports, outdoor activities, listening to podcasts, and spending time with my family. Having memorable and fun experiences with the family has always been a priority of mine. With 4 teenage kids, 1 old dog, and 1 young dog, it doesn’t take long for Debbie and me to have a memorable and (usually) fun experience!
For over 35 years, I’ve helped a multitude of individuals and families with their investment and insurance needs. On the business side, I have experience helping companies design competitive qualified retirement plans for their employees.
My specialties include independent, fee-based investment management, full-service 401k solutions and insurance products such as life, disability and long-term care. From insurance policies to portfolio design and structure, I analyze every aspect of a client’s life — personal and professional — before advising them on any financial decision.
I’ve experienced a lot since starting my practice in 1981. Earning my CERTIFIED FINANCIAL PLANNERTM (CFP®) certification was a very positive turning point in my career. It allowed me to broaden my services and knowledge base. Similarly, I was able to get more involved in my profession, such as becoming a board member of the Financial Planning Association (FPA) of Central New York where I served as the president and other various positions. To become an even better resource for my clients, shortly after becoming a CERTIFIED FINANCIAL PLANNERTM, I obtained my Accredited Investment Fiduciary designation (AIF®).
Jeff is a fiduciary investment advisor who focuses on providing financial planning and investment management services to his clients to assist them in growing their wealth, protecting it from creditors and predators, and helping them pass their wealth on to future generations in an intentional and efficient manner. Jeff lives in Manlius and in his spare time enjoys music and attending concerts with his family, along with practicing Brazilian Jiu jitsu. Jeff offers investment management services exclusively through Triad Hybrid Solutions, LLC; he is not registered through Triad Advisors to offer securities.
A proud 2008 Le Moyne graduate with a dual concentration in Marketing and Information Systems, I began my career at Place Financial Advisors post-graduation with the late Bryan Place.
I place a tremendous amount of value in developing strong client relationships and follow up through consistent and clear communication. Acting as a fiduciary through active investment management with the ability to be flexible due to market volatility, staying disciplined and being patient, which are keys to a strong financial plan. I hold my Life, Accident and Health (LAH) license and able to assist with any life insurance, long term care, annuity, and disability needs. I am America’s Health Insurance Plan (AHIP) certified and able to thoroughly review Medicare needs.
My wife Jennifer and I spend a lot of our free time entertaining our young son Charlie, and energetic rescue dog Snoop. We enjoy frequent trips to the beach, long walks and take advantage of everything beautiful Fairport has to offer! I am a lifelong Syracuse basketball (2003 National Champion) and die-hard Atlanta Braves (2021 World Series Champion) fan! I am the oldest of 6 and credit a lot of my success to my parents, who provided me with a strong foundational upbringing.