
Jeff entered the Financial Services
industry in 1990 after receiving a B.S. in Business
Administration from Youngstown State University. He
earned the Chartered Life Underwriters designation
in 1999 and the Chartered Financial Consultant
designation in 2003 from The American College in
Bryn Mawr, PA. Jeff has earned numerous industry
awards, including membership in The Million Dollar
Round Table as well as New England Financial’s
Agency Builder Award.
As a District Manager, Jeff is charged
with the development of the Youngstown market through
recruiting, training and supervising new financial
advisors. As a Financial Representative with
New England Securities Corp., Jeff also provides
a wide range of financial products and services to
his business and individual clients.
Jeff is on the Board of Trustees for
Town One Streetscapes in Poland, Ohio. He is
also active in the Mahoning and Shenango Valley Estate
Planning Council and Poland Community Baseball Association.
Jeff and his wife Sandie reside in
Poland with their three sons Cameron, Shane and Reed.
L05071658 exp.
5/08
PRODUCTS AND SERVICES
Retirement Strategies
Investment Strategies
Personal Insurance Strategies
Business Insurance Strategies
Employee Benefits
QUALIFICATIONS / DESIGNATIONS
Bachelor’s Degree, Business, Youngstown State
University
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Over 17 years in Financial Services Field
Registered Representative, New England
Securities
ORGANIZATIONS / MEMBERSHIPS
Mahoning & Shenango Valley Estate Planning Council
Former Board Member, Mahoning Valley Association of
Insurance and Financial Advisors
Former Managing Associates Advisory Council Member,
New England Financial
Vice President, Poland Town One Streetscapes
Sponsor / Coach, Poland Community Baseball Association
L3075396 exp. 3/08