Working with Independence Planning Group since 2010, Jeff has embraced the values and customized approach that IPG offers. Now functioning as a Financial Representative of Guardian, Jeff enjoys supporting individuals, families, business owners and employees with their financial planning and decision-making process.
Jeff spent the initial 16 years of his career with The Emerson Group, a Wayne-PA based consumer products equity organization. Responsible for integrating and supporting over $4 billion OTC health and beauty brands’ sales annually, Jeff created sales management-related procedures from which the company continues to profit today. During his tenure Jeff was instrumental in the development of the business’ logistics model. Since its creation Jeff enrolled over $350 million of OTC product into its international supply chain, educating CEOs, CFOs, COOs, Presidents and Vice Presidents and implementing actionable plans. Through Jeff’s stewardship, the supply chain model saves brand owners over 2 points to their bottom line. His additional Business Operations Manager responsibilities included strategic development and review of corporate, brand and trade communications, overseeing the sales administration team, meeting planning, hardware procurement and IT support.
Jeff earned his Bachelor of Science degree in Marketing from Messiah College, minoring in Human Resource Management. Jeff and his wife, Emily, live in Collegeville, PA with two young, energetic children. Jeff enjoys golf, watching his kids play sports, and traveling with Emily.
Registered Representative of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian.