Jeff joined the team in 2020 and specializes in research, special projects, and account updates. With over 40 years of experience in the financial services industry, he is dedicated to providing exceptional service to clients.
Before joining the firm, Jeff worked at Wells Fargo Advisors, gaining valuable knowledge and exposure to diverse client service. Throughout his career, he has led teams in multiple markets, focusing on client-first initiatives. Currently residing in Ashburn, Virginia, Jeff enjoys playing golf, exploring Loudoun County's wineries, and playing the guitar.