Jeff is a Detroit native with a degree in finance/economics.  He started his career in 1991 working as a commodities trader.  In 1994, he moved to the opposite end of the risk spectrum and worked as an institutional fixed income broker. In 1997, Jeffrey left the financial markets, getting bit by the entrepreneurial bug, started a database direct marketing company. In a span of ten years, he grew the Company to $25 million in revenues, 150 employees and twice making the INC 500 list of fastest growing privately held companies.  After selling the Company in 2006, Jeffrey re-entered the financial markets. Before joining Seeman Holtz, he spent the next several years as a foreign currency trader and working in mergers and acquisitions.  In working with the post-retirement community, safety of principle is his core investment philosophy. Jeff is a family man, residing in Boca Raton. Licenses held – FL 2.15 Life, Health & Annuity, Series 7, 24 & 63 (expired)