Senior Financial Advisor

Focus

Jeff is a Senior Financial Advisor with Stonebridge Financial Group. His primary responsibilities include managing the firm’s corporate retirement plan clients, relationship management, and business development.  Jeff has a background in 401k administration and is passionate about providing our clients with a successful retirement program for their employees.

Background and credentials

Jeff began working for the Stonebridge Financial Group in June of 2007.  

Jeff is a graduate of Lebanon Valley College and holds a bachelor’s degree in Business with a concentration on management and marketing.  

Away from the office

Jeff enjoys spending time with his wife Steph, and two daughters, Emily and Elizabeth. He is passionate about golfing and serving his community as a Past President of the Elizabethtown Rotary Club and as Executive Treasurer for PA DeMolay.