M.B.A., Fairleigh Dickinson University
B.A., Seton Hall University
Jeffrey has been in the accounting and financial services industry for over 30 years. He has experience in the areas of accounting, tax preparation and wealth management. In addition to his role as Specialist Professor of Accounting, he is a partner and Lead Advisor at Westfield Wealth Management.
- Research Interests
Teaching interests include personal finance, auditing, managerial and financial accounting.
- Scholarly Articles
“Succession Planning for Business Clients,” NJ CPA Magazine, January 2017
“Helping Clients Prevent Financial Infidelity,” NJ CPA Magazine, November 2015
“What You Need to Know About New AICPA PFP Standards,” NJ CPA Magazine, January 2015
“The Full Disclosure on Compliance and Disclosure Issues for Financial Advisors,” NJ CPA Magazine, May 2012
“Using Non-Market Related Strategies to Decrease Risk,” NJ CPA Magazine, September 2010
- Popular Press
Jeffrey is regularly quoted on financial planning topics by CNBC, The Wall Street Journal, and US News and World Report.
Jeffrey is a member of the New Jersey Society of CPAs and was named to New Jersey CPA magazine’s inaugural “CPA-List”. This list acknowledges the high level of performance and engagement of selected NJCPA members in a variety of practice areas.