About Jeffrey

I am a Wealth Management Advisor at TIAA with more than 15 years of financial services experience and a BA from Fordham University.
My parents were always good “savers” and emphasized the importance of financial wellbeing. Through many years of savings and hard work, they were able to secure themselves a comfortable retirement even after an accident that forced my father to retire earlier than expected. My parents’ responsibility inspired me to share their story about how saving for the future can help manage what would be otherwise a challenging situation.
Since youth, I’ve always enjoyed volunteering and felt strongly that giving back to the community was the best way to improve it and effect positive change. Given my interest in finance, having a career in financial services allows me to help people in an area that many struggle with and oftentimes find opaque.
I live in Dix Hills with my wife, Diana, and our two children, Jeffrey and Giuliana. In my free time, I enjoy spending time with family, playing squash, reading, and helping coach my son’s little league baseball team.