Jeffrey specializes in providing tax, business planning, and advisory services to SBFR’s closely-held businesses and high net worth clients. His experience encompasses clients in a broad range of industries, including manufacturing, financial services, retail, medical, and construction among others.

Jeff holds a Bachelor of Science Degree in Accounting from the University of Buffalo. After beginning his career with a large regional accounting firm in Buffalo, he formed his own CPA practice in 1986 where he served small to mid-sized businesses and high net worth individuals. For the following 35 years his practice continued to grow, serving some of Western New York’s most prominent companies.

Jeff is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the National Association of Independent Accountants and has had numerous community affiliations over the years. He is a member of numerous advisory boards and served as the Chief Financial Officer for a large 1,000+ person financial services company for over 20 years.