About Jeff
Jeff is based in the Richmond, VA, office of Focus Partners Wealth. He utilizes a goals-based planning approach emphasizing tax efficiency, cash-flow management, risk mitigation, philanthropic planning, and investment management.
Jeff serves on the Community Advisory Board for the Fatherhood Foundation of Virginia as well as mentoring students from Christopher Newport University looking to pursue a career in the financial services industry. Previously, Jeff volunteered for CancerLinc providing financial advice for families that have been affected by cancer.
In his spare time, Jeff enjoys spending time with his wife and two children, as well as spending time with friends on the golf course.
Education and Professional Milestones
-Pamplin College of Business at Virginia Tech - bachelor of science in finance, magna cum laude
-College for Financial Planning - Certificate in Financial Planning
-Prior roles include Northwestern Mutual and LPL Financial
Jeff is based in the Richmond, VA, office of Focus Partners Wealth. He utilizes a goals-based planning approach emphasizing tax efficiency, cash-flow management, risk mitigation, philanthropic planning, and investment management.
Jeff serves on the Community Advisory Board for the Fatherhood Foundation of Virginia as well as mentoring students from Christopher Newport University looking to pursue a career in the financial services industry. Previously, Jeff volunteered for CancerLinc providing financial advice for families that have been affected by cancer.
In his spare time, Jeff enjoys spending time with his wife and two children, as well as spending time with friends on the golf course.
Education and Professional Milestones
-Pamplin College of Business at Virginia Tech - bachelor of science in finance, magna cum laude
-College for Financial Planning - Certificate in Financial Planning
-Prior roles include Northwestern Mutual and LPL Financial