In an ever-changing and complex industry, a steadfast commitment to excellence is essential to a team’s success and, in turn, our clients. Jeff brings this philosophy to our team along with his extensive industry experience, making him a vital part of our business. He joined the Crux Wealth Advisors team in 2022 as a Partner, CWA and Financial Advisor, RJFS at our Buffalo, NY office.
Jeff focuses on providing a comprehensive approach to wealth management which begins with establishing meaningful and long-term relationships and a complete understanding of his client’s financial situation. He understands that no two clients are the same, and therefore, he creates a customized wealth management method to help ensure each client’s unique needs are met so they may reach their personal and financial goals. Our clients know and depend on Jeff for his drive to help others through his caring and empathetic approach.
Before joining our team, Jeff served as the First Vice President and Senior Financial Advisor for Merrill Lynch. Jeff earned his bachelor’s degree at Brockport State College.
I was born and raised in Boston, NY, and consider myself fortunate to raise our children, Ryan, Wyatt, Justin, and Reed, alongside my wife, Erin, in the same place I grew up.
Our time outside of work keeps us busy, from my involvement in coaching hockey and baseball teams to our commitment to helping our community. I am passionate about helping those in need and often work with organizations that help terminally ill children by donating various hunts like “Hunt of a Lifetime” and “Big Hunts Under the Big Sky.” I also operate Deep in the Bush Adventures, where we provide big game hunting experiences for Elk, Mule Deer, Whitetail, Antelope, and Boars.
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
