A graduate of Southern Connecticut State University, Jeffrey joined the firm as a financial planner in 1997. Currently he serves the needs of some 200 clients. In 1998, Jeffrey completed the Foundations in Financial Planning course of study from the College for Financial Planning in Denver, Colorado. He also serves as practice manager – a responsibility that entails managing office staff, setting policy, maintaining client service standards, meeting compliance requirements, and evaluating staff performance. Jeffrey is instrumental in fostering Karn Couzens’s emphasis on client service. The firm’s strong reputation for putting the client first has helped Karn Couzens maintain lifelong client relationships. In fact, most new clients are referrals from existing clients.