Since becoming a part of the firm in 2015, Jeff has pushed himself to continue the legacy that Bill and John have built here at Sheehy & Molinelli. Jeff is a Chartered Retirement Plan Specialist (CRPS®) and is adept at explaining investment concepts and strategies, which helps clients and participants navigate the ever-changing financial world. This mission aligns with his goal of developing and maintaining our corporate 401(k) relationships, ensuring that our plan sponsors and participants are aware of what is going on in the retirement plan industry.
Jeff is a graduate from the University of Pittsburgh, where he received degrees in Finance, Business Information Systems, and a minor in Economics. This combination has positioned him nicely as he integrates himself into the firm and the industry, giving him a solid understanding of financial concepts and the rapidly evolving technology that comes with it.
Outside of work, Jeff is a fitness enthusiast, who balances weight lifting, basketball leagues, golf, and running half marathons in support of the Boys & Girls Club (Community Impact). He has been a jazz drummer since he was 12, and appreciates the balance the music world has brought to his life. He and his girlfriend, Arden, live in Lambertville, NJ, and the two of them love taking weekend trips to see family, friends, and places they have yet to experience.
CRPS® conferred by College for Financial Planning.