I began my career as a sports marketing executive, consulting with corporations on the most effective ways to leverage their advertising and sponsorship budgets. While I enjoyed helping businesses make the most of their money, personal finance was always something I was passionate about — working with people one-on-one to help them realize their financial potential.
Beginning this career at Morgan Stanley, I was able to focus on financial planning by providing people of all financial backgrounds sound strategies to achieve their goals. I made the move from Morgan Stanley to Place Financial Advisors when Bryan Place passed away suddenly in 2010. Bryan had founded the firm to offer a wide range of wealth management services aimed at maximizing short and long-term goals for individual clients, their families and their businesses. I transitioned my practice to Place Financial while also taking over a portion of Bryan’s client base. Bryan was a tremendous mentor to me over the years and I am honored to continue working with the clients he served so well.
Outside of work, you can often find me coaching youth sports and serving on the boards of DeWitt Community Church, Syracuse Sports Corporation and Financial Planning Association. A native of Central New York, I received my bachelor’s degree from Springfield College and enjoy spending time with my wife, Debbie, and our four children, as well as running, tennis, fishing and watching the latest SU game.
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, to protecting it from creditors and predators, along with 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.