Video Introduction

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Professional

Jeff has earned his Chartered Advisor for Senior Living (CASL), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations from the American College. He has also earned his Certification in Long Term Care (CLTC) from the Corporation for Long-Term Care.

Associations and Memberships

Member, NAIFA Boston Chapter & Boston Estate Planning Council

Education

Degree Major Institution
MBA General Management Cornell University (JGSM)
BA Government Colby College

Awards and Recognition

Million Dollar Round Table Qualifying Member   2004-2011
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

National Quality Award   2005-2010
Award recognizing persistency and performance

National Sales Achievement Award   2006-2009
Award recognizing performance