Financial Representative of Holistic Financial Services



For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where Jeffrey comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—he has the tools and background to provide the services that may fit your needs.

Jeffrey’s personal goal is to provide you with guidance that can help you understand and better define your financial goals. He works hard to create a mutually beneficial and respected long-term relationship with his clients and their families.

As a member of the community for several years, he takes pride in knowing that he has helped many people pursue the type of financial future they dreamed about.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD 20814, 301.907.9030. Securities products and advisory services offered through PAS, member FINRA, SIPC.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, New York. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. 2020-107609 Exp 08/22

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Get In Touch!

(610) 655-5140

1290 Broadcasting Road, Suite 122
Wyomissing, PA 19610