Jeffrey M. Goyette, Jr

Jeff brings nearly a decade of experience building relationships with multi-generational families, high-net worth professionals, and business owners. He brings expertise in investments, alternative investments, retirement planning, and estate planning to Dakota Wealth. As a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional, he is responsible for providing thoughtful and intentional guidance to clients and friends to help them achieve long-term success.

Prior to joining Dakota, Jeff was a Wealth Advisor at JMG Wealth Management Group, Inc. As a member of a family-run business, he learned the importance of leaving a legacy and brings that framework into his relationships with his clients. He views time as his clients most valuable resource and believes their ability to spend their time doing what they love, with who they care about, is the ultimate measure of success.

Jeff received his Bachelor of Arts degree in Economics from Bucknell University. He was named Captain of the Football Team and received the team’s Leadership Award as a Senior.

Jeff has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation as well as the Certified Plan Fiduciary Advisor (CPFA®) credential.

Jeff draws inspiration from time spent with family and friends. He lives in Mechanicsburg, PA with his wife, Alicia and two daughters, Cecelia and Dorothy. He enjoys golf, traveling, and playing guitar, occasionally live.

Back to Team