Senior Wealth Advisor
Jeffrey assists clients with needs ranging from complete financial planning and tax planning to investment management. He enjoys working with people and helping them achieve their goals in all financial matters.
Jeffrey brought more than 37 years of wealth management experience to EP Wealth Advisors when he joined the firm in 2022. In his prior role, Jeff launched Lehman Financial Resources from scratch and built it into a team with broad expertise and a billion dollars in assets under management.
Jeffrey is a graduate of Penn State University, earning a B.S. in Accounting and Finance.
Jeffrey’s interests outside work include spending time with his family, including grandchildren, and pursuing his passion for travel. He considers himself fortunate to have been able to combine traveling with visits to client contacts throughout the U.S.A. to build lasting friendships throughout his career. Closer to home, Jeffrey also has served on his local school board for 16 years.
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