About Jeff
Jeff focuses on delivering an exceptional client experience and works closely with clients and advisors to craft personalized wealth management strategies that align with each client's specific goals.
Jeff has more than 31 years of experience across retail, investment management, and trading. He started his career at Morgan Stanley, then advanced to become a proprietary trader . After 17 years at Churchill Management Group, Jeff joined Focus Partners Wealth in 2025.
He lives in Leesburg, VA, with his family, including two sons and a daughter. Outside of work, Jeff enjoys playing golf, traveling, watching sports, and spending quality time with his family.
Education and Professional Milestones
-Bowling Green State University - bachelor’s degrees in finance and marketing
Jeff focuses on delivering an exceptional client experience and works closely with clients and advisors to craft personalized wealth management strategies that align with each client's specific goals.
Jeff has more than 31 years of experience across retail, investment management, and trading. He started his career at Morgan Stanley, then advanced to become a proprietary trader . After 17 years at Churchill Management Group, Jeff joined Focus Partners Wealth in 2025.
He lives in Leesburg, VA, with his family, including two sons and a daughter. Outside of work, Jeff enjoys playing golf, traveling, watching sports, and spending quality time with his family.
Education and Professional Milestones
-Bowling Green State University - bachelor’s degrees in finance and marketing