Jeff has discovered that delivering wisdom and proper perspective are some of the most important aspects of serving in financial services. It takes faith to invest but when timeless principles are applied uniquely to a person's situation, it's not blind faith. He has seen a level of contentment ...more

Jeff has discovered that delivering wisdom and proper perspective are some of the most important aspects of serving in financial services. It takes faith to invest but when timeless principles are applied uniquely to a person's situation, it's not blind faith. He has seen a level of contentment even as people strive for more. Unity can replace conflict and freedom replace bondage and generosity replace materialism. It is better to unbundle self-worth from net worth, to find ways to give back and make a meaningful impact in the lives of those around you. Guiding people along this journey is a privileged position for those on Wall Street.less