Jeff is a Senior Associate Financial Counselor at The Colony Group. He supports a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Life Underwriter®.
Prior to joining The Colony Group, Jeff worked for Northwestern Mutual where he provided goals driven financial planning services for a wide array of client needs including education, insurance, tax, investment and estate planning. Prior to Northwestern Mutual, Jeff worked at LPL Financial where he provided investment and asset allocation guidance on client investment portfolios.
Jeff graduated, magna cum laude, from Virginia Tech, where he earned his Bachelor of Science in Finance. Outside of the office, Jeff enjoys spending time with his family and friends and playing golf.