Financial Services Advisors
Certified Financial Planner
Founder and President
Years of Financial Service Experience: 30 +
Education: BA, Economics, Binghamton University
Certifications & Designations:
CFP® (Certified Financial Planner™)
RICP® (Retirement Income Certified Professional)
ChFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter)
RHU® (Registered Health Underwriter)
Registration & Licensing
Investment Advisor (SEC)
Securities Registrations: Series 6, 7, 63, 66 & 24
CFP Board of Standards
Jeffrey has been a resident of Long Island, New York since 1967. He is married with two children.
Financial Adviser, CFP, CPA, Coach & Mediator
Loreine Smith is a client focused Certified Financial Planner and Certified Public Accountant licensed in Colorado and Texas. She has 20 plus years experience as a financial consultant, an expert witness and a party in court. She is a trained mediator with extra training in collaborative mediation. She has seen first-hand how the process of litigation can destroy relationships and create contempt amongst the parties. As a result she is a staunch advocate for mediation.
As a financial advisor, Loreine serves as a support system to the mediation process. She works with families and individuals to create creative and ethical solutions. She works with clients as a coach, as a neutral, and as an advisor. She assists the client in navigating their current conflict, informing them of possibilities and options available to them to bring them chaos to congruency.