About Jeff
Jeff gets great professional satisfaction from serving as a trusted advisor for all of his clients’ wealth management needs, be it tax planning or estate planning. Through his 35 years in the financial planning industry, he has cultivated a deep understanding of the needs of individuals, families, nonprofits, and small businesses. He builds and implements customized, comprehensive financial plans that take into account each client’s specific situations and objectives.
Jeff has served on Old Dominion University’s university foundation and athletic foundation.
Education and Professional Milestones
- Old Dominion University - Bachelor’s Degree in Accounting
- Co-founded WealthQuest in Norfolk, Virginia, in 2000 and served as its Managing Member
- Helped establish Wall, Einhorn & Chernitzer P.C. CPAs
Jeff gets great professional satisfaction from serving as a trusted advisor for all of his clients’ wealth management needs, be it tax planning or estate planning. Through his 35 years in the financial planning industry, he has cultivated a deep understanding of the needs of individuals, families, nonprofits, and small businesses. He builds and implements customized, comprehensive financial plans that take into account each client’s specific situations and objectives.
Jeff has served on Old Dominion University’s university foundation and athletic foundation.
Education and Professional Milestones
- Old Dominion University - Bachelor’s Degree in Accounting
- Co-founded WealthQuest in Norfolk, Virginia, in 2000 and served as its Managing Member
- Helped establish Wall, Einhorn & Chernitzer P.C. CPAs