Fee Only Financial Planners and Investment Advisors
Meet Jeff

Jeff worked in the trust industry from 1973 through 1998 including positions as Senior Vice President managing trust divisions for Commonwealth National Bank, Mellon Bank, Bucks County Bank and Corestates. He worked for four years at Glenmede Trust Company of
Jeff was recently named one of America's Top Financial Planners for 2008. Jeff was given this honor by the Consumers’ Research Council of America due to his experience, training and financial certifications. You can search for Jeff's name and others in the CRCA 2008 edition of
