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Jeffrey Wohlfahrt

Jeffrey Wohlfahrt

Director of Financial Planning & Asset Management

Jeff joined Moshides Financial Group in 2015. Having started in the Financial Services Business in 2006, Jeff brings a wealth of knowledge to our team. He works closely with the firm's financial advisors in creating wealth plans for clients and conducting investment analysis and research.

Jeff earned his Bachelor's degree in Business Administration/Finance in 2006 from the State University of New York at Buffalo, after which he began his career in the financial services industry.

He currently lives in Lancaster with his wife, Susan.