Senior Financial Advisor

Focus

Jeff began working for the Stonebridge Financial Group in June of 2007. He is a Senior Financial Advisor with primary responsibilities that include managing the firm’s corporate retirement plan clients, relationship management, and business development. Jeff is passionate about providing our clients with a successful retirement program for their employees.

Background and credentials

Jeff has a background in 401k administration and is a graduate of Lebanon Valley College, holding a bachelor’s degree in Business with a concentration in 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.