Jeff is an Investment Advisor Representative at Guardian Wealth Advisors, LLC and the founder of the BLUE LINE INVESTING® process. After earning his BBA at the University at Buffalo, Jeff entered the investment industry as an investment consulting analyst for Smith Barney in 1996. He became a licensed Registered Representative in 1997 and established his client practice while affiliated with national firms like Legg Mason and Stifel Nicolaus.
Jeff’s philosophy and investment strategy changed shortly after the stock market downturn of 2008-2009. After riding the stock market roller coaster down with his clients for the second time within a decade, Jeff decided enough was enough. His personal research into analyzing stock market trends led to the creation of a strategy help grow and protect his client’s wealth in a risk-managed and tax-efficient way.
Today, Jeff puts his research and expertise to work helping his clients navigate the ups and downs of the financial markets to find financial freedom.
Born in Mississippi and raised in upstate New York, Jeff now resides in North Carolina with his wife, two sons, and two miniature Dachshunds. Learn more about Jeff’s approach at BlueLineInvesting.com.