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

Associations
CFP Board of Standards

Jeffrey has been a resident of Long Island, New York since 1967.  He is married with two children.

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. 

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