Jeff has always had a passion for helping people and a deep interest in the stock market. From a young age, he understood the importance of proper financial planning. With over a decade of experience in the industry, Jeff is an Accredited Investment Fiduciary® (AIF®), Certified Financial Planner® (CFP®), and Chartered Retirement Plan Specialist® (CRPS®). Recognizing a need for independent, objective, and tax-smart financial guidance, Jeff founded JDN Wealth Management LLC to help clients navigate their financial journeys with confidence.

Jeff earned a Bachelor’s degree in Business Administration from Farmingdale State University. He holds the Series 7, 63, and 66 licenses, as well as Life, Accident, and Health Insurance certifications.

Outside the office, Jeff resides in East Patchogue, New York, with his wife Lauren, daughter Emma, and son Cameron. In his free time, he enjoys boating, reading, playing golf, and creating lasting memories with his family.

Stacey is a dedicated office assistant with years of high paced business experience.  She specializes in administrative technology and organizational efficiency.  Stacey earned her Bachelor’s degree in Business Administration from LIU Southampton College.  Her expertise extends to product and service execution, managing complex schedules, and coordinating meetings to ensure seamless operations.  As the executive assistant, she brings an unwavering commitment to the company’s vision and creates a productive work environment.   

Outside the office, Stacey resides in Farmingville, New York, with her husband Chris, daughter Olivia, and her two sons Brandon and Cameron.  In her free time you will find her at a baseball or soccer field, but she prefers a more relaxing environment like the beach.