Jeff is a Senior Financial Planner at RTD Financial. He finds inspiration in helping clients discover what provides real meaning and works empathically encouraging couples to identify their differences and support each other’s aspirations. Jeff is thrilled to have the opportunity 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. Jeff joined RTD in 2016 as a shareholder.
Jeff found the 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 is a member of the Financial Therapy Association and has completed a Mediation Intensive Training program through the Center for Understanding in Conflict. Jeff continues training to use discovery as a means of addressing 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, Biblical Archaeology Review.
Jeff is the author of “Get Client’s IRA Custodian to Follow Recommended Beneficiary Designation” published in Trusts & Estates magazine November 2017.
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 theater 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 as we together strive to do what’s best for our clients, colleagues, community and the company.
What makes you good at what you do?
I get charged by the challenge of dialoguing with clients providing the information desired while creatively offering multiple possibilities consistent with their values and money framing.
What’s the best piece of advice you’ve received?
The best client advice shared with me was “don’t be intimidated”. I advocate for and remind clients to “embrace change since we cannot stop it”.
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
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 […]