As Program Manager, Jeff leads our Wealth Management team from his offices in Palmyra, PA, and has been helping clients chart their financial futures for over 25 years. Jeff has a diverse background in financial services which includes having owned and operated his own business as an independent financial advisor. Since selling his business, Your Vision Financial Services, to Riverview Wealth Management in 2015, Jeff has expanded his geography to include Lebanon, Dauphin, and surrounding counties. Jeff enjoys helping clients not only to grow their assets but to also plan ahead to maximize their retirement income, and he takes a practical approach to commonsense investing. He also enjoys golfing, fishing and spending time with family and friends.