Jeff is a Senior Financial Counselor and a Principal of The Colony Group. He counsels clients in all areas of financial planning and executive benefits and specializes in tax planning and return preparation. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service.
Before joining the firm, Jeff was a Financial Advisor for American Express Financial Advisors where he worked with clients to develop financial plans. Previously, he held NASD Series 7, 63, and 66 licenses. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.*
Jeff earned a Master of Science in Sports Management from the University of Massachusetts at Amherst and a Bachelor of Arts in Economics and Mathematics from Colgate University. He is an active member of the Colgate University Alumni Corporation. He lives on the South Shore of Massachusetts and enjoys participating in triathlons, skiing, and traveling.