Jeff is a seasoned financial advisor with over 30 years of experience advising high net worth individuals and institutional accounts. This long term experience has helped him successfully advise clients through the inevitable ups and downs of the market. His work primarily focuses on advising high net worth families on issues that affect the comprehensive, tax-smart management of their wealth. As a Senior Wealth Advisor with Summit Wealth Partners, his belief in a rapidly changing investment environment motivates him to create substantial value for clients by investing to maximally profit from innovative, disruptive technologies. A twice-published aut