Jeff Gillette CPFA

Retirement Solutions Consultant

  • Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices, from new business development and plan proposals, to plan design, product placement, and regulatory matters
  • Works with advisors on driving retirement plan sales and improving the client experience
  • Holds FINRA Series 7 and 66 securities registrations and Massachusetts Life, Accident, and Health license
  • Holds a BA from the University of Pittsburgh
  • Has prior experience at EPIC RPS, DaVinci Capital Management, Beltz-Ianni & Associates, and Paychex