Jeff has spent the past 42 years working with successful farmers, growers and owners of Mid-Market businesses, advising them on business succession, retirement planning, estate planning strategies and wealth management.
Jeff began his career working for a business which needed to be sold to pay taxes when the majority shareholder passed unexpectedly. That experience- and the impact on the business' other shareholders and its employees - gave Jeff a perspective on what can happen when business owners fial to plan for the future.
Jeff is a founding member of the Business Intelligence Institute*, served as Director of Estate and Business Planning for Sagemark’s Northern New England Region from 1992 through 1995, and has been retained by Morgan Stanley, UBS and the Fleet Private Clients Group to advise their farming, ranching and business owner clients on estate planning and transition planning.
Jeff holds the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College and has earned the Certified Business Exit Consultant.
*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
Lincoln Financial Advisors
175 Federal Street - Suite 1050
Boston, MA 02110