Using his extensive financial education and experience, Jeff assists clients in preserving their lifetime earned wealth and continuing income through detailed and deliberate estate, Medicaid, and business planning. His BBA in Finance, Juris Doctorate in Law, and Master of Laws in Taxation, coupled with practical experience previously with BDO Seidman and at SPVM, has made him a comforting, reliable, and invaluable resource for clients with their financial affairs. He is a frequent speaker in the areas of estate and Medicaid planning and has also served as an instructor for the American College and National Institute of Business.