Professional Designations: CFP®, CLU®, ChFC®, MSFS
Jeff is a Partner at Washington Financial Group (WFG) where he has built significant relationships for more than 25 years by earning the trust of each client as he helps them pursue what is most important in their lives. In fact, we often joke with Jeff that all his clients are family relations – because that’s how he approaches working with them. He refuses to provide advice or guidance to a client that he would not feel equally confident providing to his own family members.
Jeff is an encyclopedia of knowledge regarding investment and insurance matters, and is relied on for his wisdom within Washington Financial Group and throughout the wealth management community.
Jeff and his wife Barbara have four children: Erin, Daniel, Austin, and Rachel, with whom they maintain a very active lifestyle, including skiing, golf, racquetball, tennis, and scuba diving.