To offer valuable, objective, financial advice, putting client goals and needs first.
Approach to Wealth Management
Service is the name of the game. In the, sometimes complex, world of investments, there are often trend and market changes, so communication is very important. Clients receive regular market updates for their investments. My main area of focus is corporate retirement plans.
Everyone has a different measure of risk tolerance, so my focus is on picking the right mix of investments that fit the investment “wiring” of my clients. Markets often cycle through change, so choosing the right portfolio is important. Asset allocation models selected by reputable money managers, then building a successful portfolio through the research of new opportunities in sectors or industries that have been undervalued. With an engineering background, my approach to markets is often from a technical and highly-analytical perspective.
Qualifications & Personal
Jeff is a graduate of Worcester Polytechnic Institute, with a Bachelor of Science in Electrical Engineering. He worked for General Electric as an Industrial Sales Engineer, then became president of Kinetron Corporation, a precision metal fabrication company in Asbury Park, NJ. While at Kinetron, he invented and patented a line of custom steel brackets designed for the wood office desk furniture market. Jeff and his wife Lena moved to Indiana, where he started his investment career at AG Edwards in 2002, joining Thurston Springer in 2004. Currently, he lives in Greenwood and has 3 children. Jeff is also a weekend musician and plays guitar and saxophone in the Indianapolis area.