About Jeff
I've been advising Connecticut families and business owners for over 30 years, the last twenty in insurance. My work covers life insurance (including complex and hard-to-place cases), long-term care and hybrid life/LTC solutions, disability income, dental, vision, supplemental coverage, Medicare, individual and family health plans, and small group benefits.
Much of my practice is concentrated along Fairfield County's Gold Coast — Greenwich, Darien, New Canaan, Norwalk, Westport, Weston, Wilton, Fairfield, and Southport — and I serve clients throughout all eight Connecticut counties, with most of New Haven County covered as well. I'm also licensed in Florida, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia, which matters for households with second homes, adult children out of state, or retirement plans that cross state lines.
I work by phone, video, and email, on my clients' schedules rather than mine. I hold a degree from St. Lawrence University and an MBA from Columbia Business School, and I work alongside my clients' accountants, attorneys, and financial professionals rather than around them. Questions about the great work they've done for you should go to them — my job is the coverage that protects those plans.
My wife and I raised four children in Westport, and those twenty-odd years are how I came to know this community. What my clients get from me is confidentiality, discretion, and straight answers.