Jeff is a Partner focused on serving tax-exempt organizations. He started his career at Bonadio, then spent five years at a multi-billion-dollar credit union, returning to our firm’s audit practice in 2006. This experience informs Jeff’s approach to client service; he sees the service plan from the client’s perspective and expresses financial results in an understandable and meaningful manner to both management personnel and Board volunteers.
Jeff volunteers time with the Penfield High School Robotics Team and Ronald McDonald House Charities of Rochester, of which he is a Board member. He enjoys fostering an optimistic outlook in all elements of life, which plays right into his role as the firm’s Tax-Exempt Team Optimist (how many CPA Firms have one of those?!) as well as his life-long dedication as a fan of the Buffalo Bills.