Managing Partner

Our clients have complex financial challenges and place a high value on developing long-term relationships with their advisors. We put the focus on our client's best interests and on building an objectives-driven, results-based advisory relationship. For over 25 years, Jeff's practice is about crystallizing personal and business goals and objectives with his clients and helping them attain those goals.

Most of his clients . . .

  • Lead a business and family
  • Live by values and demonstrate integrity
  • Care about family legacy and preserving wealth
  • Actively seek expert advice
  • Make decisions and take action
  • Expect results

Jeff is a member of the Society of Financial Services Professionals, Philadelphia Estate Planning Council, and National Association of Insurance and Financial Advisors. He is a Managing Partner and an Investment Advisor Representative of Kistler-Tiffany Advisors.

He earned both his Master's degree in Financial Services (MSFS) and his CHARTERED FINANCIAL CONSULTANT (ChFC) designation from the American College. Jeff also holds the ACCREDITED ESTATE PLANNER (AEP) designation from the National Association of Estate Planners & Councils. He earned his Bachelor's degree from the University of Virginia.

Jeff is on the Board of Trustees at Eastern University. He also serves as Committee Chair for Young Life, an urban Philadelphia high school ministry. Jeff also serves on the Youth Work Committee, that partners with 50+ youth organizations to nominate 300 young men and women to receive the Union League’s Good Citizenship Award.

Jeff and his wife, Meg, have four children and two grandchildren and live in Berwyn, Pennsylvania. 

Executive Administrative Assistant:
Christina Haftmann

Client Advisor:
Jacyln M. Swavely, CFP®