As Chief Executive Officer of Signal Tree Financial, Jeff oversees the strategic direction of the firm and serves as a lead financial advisor. He believes having a team of talented and caring professionals focused on serving clients on a personal level is the best way to ensure clients achieve their objectives.
As a Financial Advisor with more than 20 years of investment experience, Jeff has worked with clients across a wide variety of industries and at all levels of complexity, including ultra-high net worth. He serves as a close advisor to a number of highly successful business owners, entrepreneurs, and executives and he truly enjoys helping them plan for and navigate the challenges that come along with their unique financial circumstances.
Before founding Signal Tree Financial Partners, Jeff served as an executive for a ‘Barron’s Top 50 RIA’ firm where he oversaw the Private Client Division.
Beyond his professional commitments, Jeff has served in a range of capacities with various not-for-profits and civic organizations, including Copley Athletic Association, Akron Children’s Hospital, Akron Children’s Hospital Foundation, Copley-Fairlawn Schools Foundation, United Way of Summit & Medina, and Big Brothers Big Sisters of Summit, Medina & Stark Counties.
Jeff lives in Copley Township with his wife Amanda and two children Ben and Anna. Outside of work he enjoys coaching softball and baseball, reading, hiking, volunteering, and spending time with his family.
