Jeff has been in the financial services profession in the tri-state area for over two decades. A graduate of West Chester University, Jeff has delivered financial education seminars to thousands of individuals throughout PA, NJ, MD, and DE. He is a multi-year winner of the 5 Star Wealth Manager award featured in Philadelphia Magazine.
Although Market Street Wealth Management serves an age diverse clientele, Jeff ’s background and training helps with his focus on those individuals who are in or nearing their retirement years. He spends much of his time showing clients how to strategically distribute their income in retirement, both from IRAs and 401(k)’s, as well as non-qualified accounts. The training he has often shows people how to be most efficient with their income from a tax perspective, striving to save retirees from unnecessary tax burdens. His extensive knowledge of IRAs makes him a valuable asset for clients who have questions about specific distribution and rollover rules, as well as the complex subject of Roth IRA conversions.
Jeff currently resides in West Chester with his wife, Kathy, and their three daughters, Emma, Rebecca, and Rachel. In his spare time, Jeff enjoys spending time with his family, traveling, boating, and fishing. He is also active in his local church, as well as the West Chester Elks Lodge.*
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Charles Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: MD, NC, NJ, PA Andy Thrift: DE, FL, PA, MD, NC, NH, NJ Matt Eichert: CO, DE, FL, MD, NJ, NY, PA, Matt Dodge: NC, PA Jeff Leppert: AZ, CO, DC, DE, MD, NC, NJ, OH, PA, VA Charles Meloro: DE, NJ, PA, Mark Meloro: DE, FL, NC, NJ, PA, VA, Troy Vogt: DE, MD, NJ, PA, TN. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.