Jeff’s passion for numbers and client commitment make him a valuable partner to Stambaugh Ness. He guides corporate clients in setting up successful retirement plans, recognizing the positive impact these programs can have on employees’ lives. With a focus on relationship management and business development, Jeff brings a wealth of knowledge to his work, including expertise in 401k administration.

Jeff has been with Stonebridge Financial Group since 2007 and is a two-time recipient of the Financial Times 401 Top Retirement Advisers in the United States award.

Education

• BS, Business with a concentration in Management and Marketing, Lebanon Valley College

Professional & Community Highlights

• Two-time recipient of the Financial Times 401 Top Retirement Advisers in the United States award
• Certified 401(k) Professional
• Accredited Investment Fiduciary
• Chartered Retirement Plan Specialist
• Past President of the Elizabethtown Roary Club
• Executive Treasurer for Pennsylvania DeMolay