Jeff has been with the firm for over 20 years, specializing in small business tax with an emphasis on family-owned service businesses, medical practices, and real estate. While many accountants take a reactive or transactional approach to their work, Jeff insists upon a relational approach. “It’s very important to me to know the generations from the current business owners to the next generation and maybe even the third generation. By truly knowing them and their business, I can be proactive and provide a long-term view to helping them build and preserve wealth.”
Jeff sees a good CPA’s advisor role similar to a quarterback – one advisor who knows the whole picture, leads the team with vision, good communication skills, and the confidence to direct the team. Jeff believes in the importance of strong relationships within the whole team: the client as well as within FHF. “The single most attractive aspect to me about FHF is the fact that there are so many “lifers” here – folks that started as interns and have stayed at FHF since. (Myself included.) That speaks volumes about the organization and the foundation that the founders instilled within it. Most small businesses are like families and working in an organization where family is an important aspect helps us understand the intricate issues that face small businesses beyond the number.”
Outside of work, when Jeff isn’t spending time with his wife Laura and their three kids, he is often playing golf, chasing his first “Actual-Hole-in-One” after getting an “Almost Hole-in-One”… twice! Two times, he hit his first shot into the water on a par 3, re-teed, and then aced it for a Par 3!