Jeffery W. Lanscek, CFP®, ChFC®

Jeffery W. Lanscek, CFP®, ChFC®

Wealth Advisor

Jeffery Lanscek – Specializing in Individual and Family Financial Planning

Making the most out of any situation is how I live my life. Early on, I gravitated to playing sports, especially basketball and baseball, where I was always the smallest player on the team. No matter what the odds, my family, especially my dad who was my coach, pushed me to be the best. That drive to be the best and make the most out of myself guided me through my school years and continues today in my professional career.

I am a lifelong resident of Bethlehem. I attended Bethlehem Catholic High School and my first jobs included working for the City of Bethlehem and Bethlehem Steel. After high school, I went on to study at Lehigh, where I graduated with a BS in finance. After college, I worked for two years at SEI Investments followed by a short stint at Guardian Insurance. At SEI and Guardian, I learned a lot about investment trading, portfolio management, and insurance. While I enjoyed my time there, it wasn’t the career I was looking for. A local independent financial planning firm offered me an opportunity to find my footing on the path I was searching for. It was there that I passed my securities license, paraplanner designation to build my financial planning skills, and finally my CERTIFIED FINANCIAL PLANNER™ certification and ChFC® (Chartered Financial Consultant®) designation. Working full-time and maintaining a family balance with a wife and three daughters while achieving these designations is something I am very proud of. At my previous firm, I spent 18 years overseeing portfolio operations and trading while guiding clients through the financial planning process.

Jeff Website Bio 1_1641323798
Jeff Website Bio 3_1641323798When I am not working, I spend my time with my wife, Annie, and my three daughters: Mckinzie, Mckayla (Coco), and Mckiley.

Our family enjoys staying very active each day. My wife is a stay-at-home mom and part-time piano teacher. She graduated from Fordham University’s pre-med program with a major in psychology and a minor in music (it’s not Lehigh, as I tease her). She is also a long-standing member of the Junior League of the Lehigh Valley, which promotes volunteerism specializing in educational disparity. My kids are in school and starting to develop their own personalities and grow into their own. Our kids participate in horseback riding, volleyball, and Girl Scouts of America. For fun, I enjoy golfing as much as time allows. Every Sunday a few friends and I get together at a different course and challenge ourselves. I am still looking for that illustrious hole-in-one.

Jeff Website Bio 4_1641323798My family and friends try (and are fairly successful at) visiting every restaurant in the Lehigh Valley. So, if anyone has a foodie question, I am your guy.

I am really excited to join the Milestone team and work with such a talented and diverse group to serve our clients. I look forward to utilizing my 20-plus-years of experience to help guide our clients through the challenging financial decisions life presents. It has been a lifelong dream of mine to work in downtown Bethlehem, where my family and I spend most of our time. Hopefully, this short bio gives you an insight into my life. I look forward to meeting you and hearing your story!