I joined the Chicory Wealth team in January of 2020 as the firm’s Tax Specialist. Prior to this role, I worked for many years in public accounting as a Tax Manager providing tax preparation, planning, and compliance services. I specialize in individual taxation but have serviced a wide range of clients, including trusts and estates, small businesses, and tax-exempt entities. I earned my Bachelor of Science degree in mathematics (with a minor in computer science) from Siena College in 2012, where I graduated magna cum laude. I then attained my Master of Science degree in accounting from The College of Saint Rose in 2014, where I graduated summa cum laude. I am an Enrolled Agent with the Internal Revenue Service. I grew up and started my career in Albany, NY but currently reside in warm and sunny Orange County, CA.

For me, a balanced life includes playing tennis, running road races, traveling to foreign countries, spending the day at Laguna Beach with my partner (Johnathan), taking my pet cavapoo (Zuri) for a walk around the neighborhood, or curling up on the couch to watch Netflix with my cat (Oliver).

Click here for a short video introducing you to Jeff.