Jeff is a Senior Client Advisor who provides investment and wealth advisory services to individuals and their families. He oversees Advanced Planning for the firm and is a subject matter expert on complex estate and tax planning issues.
Jeff is a graduate of Villa Julie College (now Stevenson University) where he earned a Bachelor of Science degree in Computer Accounting. He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Jeff has completed the first two levels of the Chartered Financial Analyst (CFA) He is a member of AICPA Personal Financial Planning division, Baltimore Estate Planning Council and the G21 Planning Group.
Jeff was a Wealth Management Advisor at Legg Mason before joining WMS Partners. Jeff also worked with Wooden & Benson, Chartered (now CliftonLarsonAllen) providing auditing and tax services to individual, corporate and government clients.
Knowing that I could derive great personal benefit by helping others achieve their goals and gain peace of mind, in the process.
Being able to collaborate with a team of passionate, client-focused individuals on a daily basis.
Traveling the globe, visiting our National Parks, new culinary experiences, reading, drawing and painting.
Visiting Rome, Italy…great food, beautiful art, and vast history.
A perennial favorite is the Lord of the Rings by J.R.R. Tolkien. This great tale illustrates the power of friendship and courage in the face of overwhelming adversity.