A tax-efficient retirement income strategy is crucial to maximizing an investor’s probability of success in retirement. But what exactly is a tax-efficient retirement income strategy? Why is it important? Below we will tackle these questions and more. This review can also serve as a jumping-off point for a broader tax planning conversation for 2025 and beyond.
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At Skinner Wealth Strategies, we understand that navigating the world of finance can be overwhelming. That’s where Jeffrey comes in. As a Certified Financial Planner with a passion for crafting tax-sensitive financial plans and investment strategies, Jeffrey is dedicated to helping you achieve your financial goals.
Jeffrey joined the Skinner Wealth Strategies team in February 2025, bringing with him a wealth of experience from his previous roles. He served as a financial advisor and portfolio manager at Scholtz and Co, enhancing his expertise in managing investments for diverse client needs. Before that, he honed his skills as a Trust & Investment Officer at First County Advisors for four years, and started his career in 2009 at Barnum Financial Group, where he first discovered his passion for guiding clients through their financial journeys.
Holding a B.A. in Economics and Political Science from the University of Connecticut, Jeffrey has been a Certified Financial Planner since 2017. His extensive knowledge and approachable demeanor make him an invaluable resource as you make important decisions about your financial future.
Outside of work, Jeffrey balances his professional drive with family life in Fairfield, CT, where he combines his love for travel, cooking, and water sports. He understands that life is about creating memorable experiences and is committed to helping you fund those dreams.
Jessie joined the team in 2017 and has had experience in the insurance industry since 2014. As a licensed Operations Manager, her focus is on assisting clients during their financial planning and asset management experience. She is our first point of contact, handles many different service requests and keeps everything running smoothly.
Jessie is an avid traveler, when you meet her ask her about where she’s been and where she plans on going. When she’s not working or on an airplane, you can typically find her doing yoga, reading, or with her friends and family.
Margo joined the team in 2022 and has had 23 years of experience in the insurance industry.
As our relationship manager, her focus is to bring the highest level of service to our clients assisting you however she can. Her goal is to “WOW” you with our service. Margo looks forward to building meaningful and productive client relationships.
Margo enjoys traveling. For her, a good day is a beach day, with great friends. She loves spending quality time with family and friends and always enjoys a great Zumba or HITT workout.
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