Years of experience: 34+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Professional Designations: Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultants (ChFC®)
Education: Virginia Tech, B.S., Marketing, and The American College, M.S., Financial Services (MSFS)
Areas of Expertise: Investments, Insurance, Retirement and Estate Planning Strategies
Speaking Topics: Financial Planning, Retirement Planning, Employee Benefits and Business Continuation Strategies
Jeff is a Partner at Washington Financial Group (WFG) where he has built significant relationships for more than 30 years by earning the trust of each client as he helps them pursue what is most important in their lives. In fact, Jeff’s WFG colleagues 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 WFG and throughout the wealth management community. He is dedicated to forming long term relationships with individuals, business owners and non-profit organizations through proactive strategies that aim to target their insurance and investment needs. Jeff works with clients and their legal and tax advisors to help pursue a strategy that aims to balance life planning with financial planning.
Fun Fact: Jeff is the most active member of WFG, averaging over 15,000 steps per day!
Personal Information: 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.