About Our Delaware Financial Advisor
Empowering Financial Success and Personal Fulfillment in DE, PA, NJ, and NY.
At TriState Wealth Advisors, we pride ourselves on being personal financial specialists committed to building long-term relationships with our clients.
Meet Our Founder
Jeff, our founder, brings a wealth of experience in developing comprehensive financial plans and tailored investment strategies. Throughout his career, he has worked closely with high-net-worth individuals, business owners, foundations, and endowments to create holistic financial solutions that align with their unique needs and goals. Jeff's background also includes managing the investments for two prominent private family offices in the Greater Philadelphia area, providing him with a deep understanding of the complexities of multi-generational wealth management.
Jeff holds an undergraduate degree from Gettysburg College and a master's degree from the University of Delaware. He also as achieved the Chartered Financial Analyst (CFA) designation - one of the most prestigious designations in finance, and the Certified Exit Planning Advisor (CEPA) designation - designed to aid business owners in navigating exiting their business for the highest valuation.
Outside of work, Jeff prioritizes family time, travel adventures to destinations like Disney, and supporting Philadelphia sports teams, showcasing his dedication to personal connections and diverse interests beyond his role at TriState Wealth Advisors.
Community Involvement and Leadership
Jeff's commitment to his local community is evident through his involvement in various organizations. Currently serving on the Board of Directors of Goodwill of Delaware & Delaware County, Jeff plays a crucial role in supporting initiatives that benefit the community. Additionally, he is a member of the CFA Society of Philadelphia, CEPA Society of Greater Philadelphia, the Wilmington Tax Group, and Estate Planning Council of Delaware, where his expertise contributes to shaping discussions around tax and estate planning strategies.
Our Approach to Financial and Wealth Management
We believe that sophisticated financial planning opportunities should not be limited to exclusive groups such as Family Offices. Instead, our mission is to extend these financial services to a broader audience, offering tailored strategies and personalized solutions to meet the diverse needs and goals of every client. With a commitment to providing unbiased, comprehensive financial services, our team at TriState Wealth Advisors is dedicated to empowering individuals, families, and business owners to achieve their financial aspirations and secure a prosperous future.
