An investment professional for more than 30 years, Jeff’s focus is on helping to design portfolios that adhere to his clients’ goals and objectives with a keen sight on their risk tolerance. A big believer in asset allocation, Jeff uses a variety of investment vehicles to help diversify accounts among the four basic asset classes: cash and cash alternatives, equities, fixed-income, and alternative investments**. He believes intently on managing risk in accounts and using cash flow (dividends and interest) to help smooth out the volatility of up and down markets.*

Jeff and his team know that managing client assets requires trust and accountability. They work hard to deliver a level of service and experience that has provided a strong track record over the years. Jeff earned his bachelor’s degree in finance from the University of Virginia’s McIntire School of Commerce. A CERTIFIED FINANCIAL PLANNER™ professional, Jeff also holds life and health insurance licenses and is Mortgage licensed with the NMLS (#1416417). Furthermore, he has Series 7, 63 and 65 registrations.

Jeff lives in Vienna, VA, with his wife and team partner, Natalie, and their two sons, Fletcher and Tanner.

CA Insurance License: #1951832
Resident State: VA

**Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing. 

*Dividends are not guaranteed and are subject to change or elimination.