Jeff has worked in the Financial Services industry for over14 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 the strategies and concepts he offers. He provides internal support for Hermitage Wealth Management 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 young 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.