Jeff has worked in the Financial Services industry for nearly 20 years. His success with both the retail and wholesale sides of the profession can be attributed to the trust and relationships that he builds with clients, as well as the confidence they have in his strong working knowledge of financial strategies and concepts. He provides individual financial planning support for Hermitage Wealth Management as a Plan Analyst and his technical competence is a valuable resource for our clients.
Jeff is a graduate of Roanoke College, Salem, VA with a Bachelor of Business Administration. Jeff holds his Series 7 & 66 FIRNA Registrations, Life & Health and Long-Term Care insurance licenses, and Chartered Life Underwriter (CLU) designation.
Jeff was born and raised in Charlottesville, Virginia. Jeff and his wife Amy have two children, Austin and Abigail. When Jeff isn't enjoying time with his family and friends, he is passionate about college sports, running, swimming, biking, and playing golf.