The Kreppel Tax Advisory Group Family

Elliott is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

He established the firm in 2003 with a vision to ensure secure retirements for individuals. Over the past 20 years, Elliott has transformed Kreppel Tax Advisory Group into one of the state’s leading independent tax advisory firms, deeply committed to addressing each client’s unique needs with personalized care.

A 1990 finance graduate from the University of Hartford, Elliott has helped hundreds of clients work toward financial stability. His dedication extends beyond clients to his employees, fostering a supportive and thriving work environment.

In his free time, Elliott enjoys attending Yankee games with his family, playing racquetball and contributing to his community through various partnerships.

Following in the footsteps of his father, Jake is a financial professional who helps clients develop tax-efficient strategies and make informed financial decisions. He enjoys breaking down complex concepts into everyday language and is dedicated to helping guide individuals and families toward achieving their financial goals.

Jake earned a Bachelor of Science in business administration from the Kelley School of Business at Indiana University. His experience in tax-efficient strategies also empowers him to develop personalized plans that help individuals confidently pursue their retirement goals. Jake holds life, accident and health insurance licenses in New York and New Jersey.

Outside of work, Jake enjoys golfing, attending Yankees games and grilling on the barbecue. He shares his Old Bridge, New Jersey, home with his golden retriever, Mason.