Jeff's mission is to help clients feel  competent  and effective about the way they are managing their household finances. We live in distressing times, and he helps fellow human beings reduce financial anxiety, feel empowered, and remain connected to abundance and gratitude. Through clearly articulated strategies and analysis of  global events, along with the development of a personal financial profile, Jeff works to make every conversation educational.

His vision is that the growing power of activist investors will bring a degree of economic democracy to the capital markets.