Jeff Sutton, CFP®, AIF®

Director of Client Services - Corporate Retirement Planning

Jeff Sutton joined Axial Benefits Group in 2018 by way of The Kraematon Group acquisition, a firm he had been with for 20 years. In his current role as the Director of Client Services for ABG's Corporate Retirement Planning practice, Jeff leads the corporate retirement plan advisory team, and is involved in every aspect of the client management process. This function includes working with the team to help clients meet their Fiduciary responsibilities, while also providing investment monitoring, creative plan design analysis, benchmarking, non-discrimination testing failure help, qualified and non-qualified executive retirement programs, and obtaining legal resources as necessary.

Previously Jeff worked at 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. In 2002, Jeff achieved his Certified Financial Planner™ certification through Boston University.

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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