Jeff has more than 30 years of experience assisting clients with their complex financial and tax issues. He began his career as a Certified Public Accountant, co‐founding Moss & Company, PA in 1990 and becoming its president in 1995. Concerned about the quality of investment advice being given to some of his longtime, loyal clients, Jeff became convinced he could be a better advocate for his clients. He wanted to provide more comprehensive wealth management options for them because he knew them well and cared about their futures. In 1997, Moss & Company, PA, became a Registered Investment Advisor, using a fee‐only structure in order to provide clients with objective, unbiased advice. Jeff’s experience as a CPA with expertise in tax and estate planning gives him a broad, unique perspective when working with clients to help manage their wealth.
Jeff graduated in 1986 from the University of South Florida with a bachelor’s degree in accounting and became a CPA in 1989. He is a member of the Central Florida Estate Planning Counsel and the Florida Institute of CPAs. He grew up in Central Florida and lives in Maitland.
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