Jeff has been with Brookside for over a decade. He excels in consulting our clients in the areas of taxation and income and retirement planning. He worked closely with George Heidenreich, our founder, and Chris Anselmo in growing and developing Brookside Tax & Financial Group, LLC into the firm we are today.
Jeff's mission is to help clients achieve their financial goals by providing solutions to help protect their financial future while providing peace of mind as they approach retirement. He has over 20 years of experience in taxation and has earned the proper licenses to be able to offer strategies to further the financial success of our clients.
Jeff and his wife, Kathy, live in Columbia Station. They have four children. Jeff enjoys spending his free time with his family, traveling and cooking.