Jeff joined Commonwealth in February 2020 as a retirement solutions consultant. In this role, he provides technical and strategic business support to advisors working with individual IRAs, employer-sponsored IRA plans, and employer-sponsored qualified plans.

Before joining Commonwealth, Jeff worked as a senior relationship manager at EPIC RPS. Before that, he was a senior retirement plan consultant with a Boston-area based advisory firm. He graduated from the University of Pittsburgh with a bachelor’s degree in political science and history (pre-law). Jeff holds FINRA Series 7 and 66 securities registrations; a Massachusetts Life, Accident, and Health license; and the CPFA® designation.