Jeff is a Senior Wealth Advisor for RKL Wealth Management. He works with clients to identify their unique financial needs and goals and designs a customized plan to achieve them.
Professional and Business History
Jeff joined the firm in 2016, bringing more than a decade of experience in wealth management. He previously worked at several local firms as a Portfolio Manager and Director of Investment Research. Prior to entering the wealth management industry, Jeff worked as a healthcare management consultant.
- B.S. Sociology, James Madison University
- M.B.A. Finance, York College of Pennsylvania
Professional Activities and Memberships
- Leadership Lancaster, Core Class Ambassador
- 100 Men Who Care - Lancaster, Chapter Leader
Jeff lives with his wife and two sons in Lancaster, PA. In his free time he enjoys reading, hiking, traveling, volunteering and spending time with his children.