Jeff is a Partner and Chief Compliance Officer providing comprehensive financial planning, investment and wealth management services. Prior to joining the firm, Jeff spent almost 4 years as the Chief Operating Officer and Chief Compliance Officer with Blue Water Advisors, a wealth management firm advising on assets greater than 700 million dollars, in Babylon, NY.  Jeff was responsible for overseeing day to day activities of the firm and a team of advisors, while implementing overall strategic objectives, and managing the firm’s compliance and technology programs. In addition, Jeff had responsibility for oversight of Blue Water's retirement plan services. Jeff also ser