Andrew W. Jefferys, AIF®, CRPC®
Head of Operations
Andrew is the head of operations and has been with the firm since 2006. He is responsible for the operations of the firm, ensuring we are able to deliver the top quality experience our clients have come to expect. He is also a senior wealth advisor for many of our personal planning clients and serves on our investment committee.
Andrew holds a bachelor’s degree in Finance from Miami University. Andrew is married and lives with his wife and three sons in Madison, NJ. He is an avid golfer and competes in a number of amateur tournaments throughout NJ.