Jeff is a Partner, Senior Client Advisor and the Director of Family Office Services at WMS Partners. He serves on both the firm's Executive and Management committees. Jeff is a subject matter expert within the firm on advanced estate and insurance planning topics.
Jeff is a graduate of the University of Maryland where he earned a Bachelor of Science Degree in Finance. He is a 2017 graduate of the Charles Schwab Leadership Program. In 2019 and 2018 Jeff was selected by Forbes magazine as one of the best wealth advisors in Maryland and in 2017, Jeff was named to the Forbes list for America's Top Next Generation Wealth Advisors.
Prior to joining WMS Partners, he was an analyst with a Registered Investment Advisor in Timonium.
I was initially inclined to pursue a career in accounting; I took a basic accounting class in high school and found it interesting. By the time I hit intermediate accounting in college I realized I had enough of debits and credits and wanted something more dynamic.
Collaborating with my colleagues; I feel we have built an all-star team here of folks with lots of knowledge and experience.
As freedom to do what they want, whatever that may be, without stress and worrying. I think we try to practice the lifestyle aspect of managing our clients’ wealth, along with all of the financial aspects and implications.
Play team sports (football, soccer), Go for hikes with my dog, ski, split wood.
My just over 1 year old son, Jack, and my 245 pound dog, Dozer.
My honeymoon trip to Hawaii; first time skiing “out west” in Colorado.