Jeff helps clients across the country in the defense, education, entertainment, sports, intellectual property, small business, and charitable sectors to achieve financial security. He works side-by-side with clients to help ensure the best choices for their futures based on their goals.
Having led corporate-wide IT/ infrastructure, supply chain, merger/acquisition integration, and risk management programs across large teams in defense and financial services industries, Jeff understands the complexity that comes with working in these sectors. He managed a $600 million business unit with the world's largest logistics organization (Dept. of Defense) and has solved strategic challenges with impacts > $1 billion.
Jeff has had a passion for financial planning since college. He is now enjoying his pursuit of that goal after successful careers leading...
- Large operational, analytical, and IT teams for the world's largest logistics enterprise, Defense Logistics Agency, and
- Company-wide IT initiatives for one of the country’s top 5 banks, Capital One
Jeff considers himself fortunate beyond measure to be married to his wife, Marisse, and to be a proud parent of his daughter Alyssa and sons Wes and Jake. Jeff also was blessed to have great parents as a model to follow and a sister and brother-in-law that have been a source of constant support and encouragement.
Jeff enjoys international travel and the diversity of each country and culture. He is a barbeque aficionado and loves great music across all genres. He enjoys working out, running, and playing basketball, volleyball, and racquetball — and he claims to golf like he's going to Grandmother’s house (over the river and through the woods).