About
Jeffrey
Jeff’s mission has always been to simplify the financial lives of individuals and families with comprehensive planning and investment management. His primary focus is business development, representing Focus Partners Wealth within the Fidelity Investments referral program.
Jeff began his wealth management career more than 25 years ago and has served as a Senior Director – Investments with Oppenheimer; Vice President and Senior Financial Advisor with Merrill Lynch; and Vice President and Financial Consultant with Charles Schwab. Jeff also worked for Churchill Management prior to joining Focus Partners Wealth in 2025.
A former professional musician, Jeff enjoys travelling with his wife and two boys, tennis, skiing, and spending time at the beach.
Education and Professional Milestones
-Robins School of Business at the University of Richmond - bachelor’s degree in business administration
Jeff’s mission has always been to simplify the financial lives of individuals and families with comprehensive planning and investment management. His primary focus is business development, representing Focus Partners Wealth within the Fidelity Investments referral program.
Jeff began his wealth management career more than 25 years ago and has served as a Senior Director – Investments with Oppenheimer; Vice President and Senior Financial Advisor with Merrill Lynch; and Vice President and Financial Consultant with Charles Schwab. Jeff also worked for Churchill Management prior to joining Focus Partners Wealth in 2025.
A former professional musician, Jeff enjoys travelling with his wife and two boys, tennis, skiing, and spending time at the beach.
Education and Professional Milestones
-Robins School of Business at the University of Richmond - bachelor’s degree in business administration