Jeff Kaczmarczyk has over 30 years' experience in the financial services industry. For the past 20 years, Jeff has managed a financial advisory company responsible for providing financial management and advisory services to both individuals and their business enterprises. Principal responsibilities included overseeing the accounting processes, financial statement preparation, financial planning, investment oversight, risk management, financing, cash flow planning, tax preparation and planning, and estate planning for individuals. Additionally, Jeff managed the delivery of similar services for business entities which also included business entity creation and structuring, business management and strategic planning. Jeff spent the early years of his career at Wilmington Trust Company where he worked in the Wealth Management Group. Jeff holds a Bachelor's degree in Accounting from the University of Delaware and a Master's degree in Taxation from Widener University. Jeff has obtained the designation of Certified Public Accountant (CPA) and is also an ENROLLED AGENT (EA).
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.