Jeff Perry

Jeff focuses on advising and consulting with clients about financial planning and portfolio management services. He is also responsible for financial mentoring and hosting financial educational workshops. Prior to becoming a financial advisor, Jeff served four terms as an elected State Representative in the Massachusetts House of Representatives.  Jeff also served as the Superintendent/Special Sheriff for the Barnstable County Sheriff’s Office and an Adjunct Professor at Cape Cod Community College in constitutional law, evidence, civil litigation, and U.S. history.

Jeff now lives in Florida with his wife Lisa. Outside of work, he enjoys spending time with his son and granddaughter, boating, running, traveling, and politics. He is very active in his community. Jeff is a volunteer Big Brother in Vero Beach and has served on the Board of Directors or Steering Committee for multiple organizations including the Cape Cod Children’s Museum and the Cape & Islands Emergency Medical Service System.