Jeff has spent decades as a financial consultant for high net worth clients. He began his career with Kistler Tiffany Companies in Wayne, Pennsylvania where he became President of their sales association. In 1992 Jeff co-founded the Wharton Business Group in Malvern, Pennsylvania and later also managed its Miami office. He later joined Prudential Securities where he served on the Estate Planning Advisory Board. Jeff was a founding member of eMoney Advisor, Inc. in May of 2000. This company created a revolutionary, cloud-based financial planning and management software application. As a leader in the financial software field, this platform is in use by many household-name financial service