Jeff Sutton joined the Kraematon Group in 1998. During his tenure, he has worked in various capacities, as a Client Relationship Manager, Investment Counselor and Retirement Education Consultant. He has worked with clients on creative plan design, non-discrimination testing failure repair, qualified and non-qualified executive plans, and many complex ERISA related projects. He currently serves as Director of Client Services and is involved in every aspect of the client management process. In 2002, Jeff achieved his CERTIFIED FINANCIAL PLANNER™ certification through Boston University.
Prior to joining Kraematon, Jeff worked outside of Philadelphia for BISYS Plan Services as well as The New England Life Insurance Company after graduating from Millersville University of Pennsylvania with a BS in Social Studies and Education.
Jeff resides in Burlington, MA with his wife Danielle and can often be found playing golf, soccer, or baseball in his spare time.
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Office Phone: (781) 431-9431