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As assistant vice president and financial planner, Jeff is dedicated to helping customers meet their specific financial goals. He takes time to understand the unique investment objectives and risk tolerance for each client to design a portfolio that balances growth, income and risk. Jeff believes in frequent communication with his clients to ensure portfolio goals are met. His areas of specialization include 401(k) rollovers, insurance planning, asset allocation and tax-advantaged investing.
Prior to joining S&T Financial Services, Jeff worked for NatCity Investments, Inc., and Mellon/Citizens Bank in Pittsburgh. The 21-year veteran of the financial services industry has several designations, including Chartered Retirement Planning Counselor.
Jeff studied at the University of Pittsburgh and was a member of Pitt’s 1976 National Championship football team. He has earned numerous awards for his commitment to customer service and is a member of the board of directors for the Plum Borough School District.
*Securities and advisory services are offered through Investment Professionals, Inc., Registered Broker Dealer & SEC Registered Investment Advisor, member FINRA/SIPC. The products offered are not FDIC-insured nor are they insured by any federal government agency. Products are not deposits or other obligations or guarantees of S&T Bank and are subject to investment risks, including the possible loss of principal.
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