“I have worked with Jeff for several years. Because of Jeff’s decades plus years of experience, and, his ability to keenly observe and discern, Jeff is, in my opinion one of the foremost experts of the broker dealer community. Jeff intimately knows the most major firms strengths and weaknesses. If he does not have the answer, he can obtain it from the extraordinary network of industry insiders he has developed and nurtured over the years. Combined with his deep understanding of financial advisers, Jeff offers a unique set of skills and experience to counsel financial advisers regarding the best fit for them.”
