Jeff is a Senior Financial Planner at RTD Financial. He finds inspiration in helping clients discover what provides real meaning in their lives. Jeff works empathically encouraging couples to identify their differences and support each other’s aspirations. Jeff is thrilled to offer a decision-making environment fostering positive and measurable financial progress.
Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career at Diamond Shamrock in Dallas, TX. While in Dallas, he became interested in using principles of corporate finance in personal financial planning. Jeff moved to the Philadelphia area where he started his own financial planning firm, joining RTD in 2016 as a shareholder.
Jeff found intellectual challenge in obtaining the Master’s in Taxation degree from Villanova Law School, with a special certificate in estate planning. This sparked his desire to humanize the technical aspects of estate distribution planning and make it understandable for clients while partnering effectively with estate and tax attorneys. Jeff has also taken classes in real estate finance and public charities accounting.
Jeff has completed a Mediation Intensive Training program through the Center for Understanding in Conflict. Jeff continues training to learn how best to address complex money dynamics between couples and within families.
Jeff follows the impact of the digital transformation on economics, politics, global trade, wealth, governments and employment. Jeff reads a broad array of periodicals each month including the New York Times, Financial Times, Scientific American, Popular Science, The Atlantic, Fast Company, Wired, Forbes, Chronicle of Philanthropy, and Biblical Archaeology Review.
Jeff is the author of “Get Client’s IRA Custodian to Follow Recommended Beneficiary Designation”, “Selecting Independent Trust Companies”, “Creating an Operating Manual for Legacy Trusts” published in Trusts & Estates magazines in November 2017, April 2021, and February 2024 respectively.
Jeff has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995. Jeff enjoys cycling, swimming and enjoys attending Center City and New York theatre productions with his wife Amy.
Getting to know Jeff
What do you enjoy most about working at RTD?
Relishing the sincere conviction of my colleagues that we all learn from each other while striving to do what’s best for our clients and the communities where we live.
What makes you good at what you do?
I get charged by the challenge of offering clients multiple idea possibilities consistent with their values and money framing.
What’s the best piece of advice you’ve received?
Never stop learning about someone- don’t think you have them all figured out.
What professional accomplishment are you most proud of?
Having the opportunity to mentor and support the professional development of the advisors that I work with at RTD.
Professional Designations & Memberships
Featured Articles
Long-Term Care Insurance: Is It Worth Paying For?
When my father passed away, I purchased a long-term care (LTC) insurance policy for my mother, then age 74. After being a snowbird for many years going back and forth between Pennsylvania and Florida, she permanently relocated to Florida at age 87. Not for long. Many of her friends died, and mom was too lonely. […]
The Importance of Maintenance for a Revocable Living Trust
In the realm of estate planning, individuals are often presented with a myriad of options to ensure their assets are managed and distributed according to their wishes. One such tool that has gained significant popularity in recent years is the revocable living trust. What is a Revocable Living Trust? A revocable living trust, also known […]
How To Talk To Your Parents About Their Financial Future
So your parents don’t want to talk about money. Search the internet, and you’ll find reams of material written about discussing family finances between generations, but it’s almost always from the perspective of an affluent parent or grandparent wondering when and how to reveal the extent family’s wealth to a young person. Or the stories […]
Selecting Independent Trust Companies
Factors to consider to meet your clients’ long-term needs. Attorneys should conduct due diligence before recommending an independent trust company (ITC)to their clients. Choosing the right ITC has become increasingly complicated due to a variety of factors. These include: (1) financial technology, which is advancing the disruption of traditional banking and legacy financial institution business […]
Webinar: Active Career Repositioning in Uncertain Times
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Income and Estate Tax Considerations – Pending Possible Legislative Change
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Medicaid Trusts – Whose Money is it Anyway?
Medicaid trusts are often implemented when an individual may need future nursing home care, and desires to preserve assets for their healthy spouse or their children. The grantor enters an arrangement whereby they give up rights to property supporting their current lifestyle and future financial needs, in order to position themselves to be a better […]