Client Advisory

Biography

Jeff is a Principal in the Cincinnati office. He is a member of the Wealth Management Team, providing tax services.

Prior to joining Cerity Partners he was a sole proprietor from 2014-2024, and he worked for several small CPA firms in Northern Kentucky from 1989-2014.

In his spare time, Jeff enjoys golfing, traveling, and attending live sporting events and concerts.

Education

  • BSBA in Accounting from Xavier University

Highlights

  • Certified Public Accountant

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