Jeff is a Certified Financial PlannerTM and Partner at DMJ Wealth Advisors, LLC. He joined the firm in 2009 and leads a team dedicated to providing personalized service and the highest quality advice to clients.
Jeff assists families, medical and dental practice owners, business owners, and retirees navigate complex issues as they transition through their financial lives by providing comprehensive financial planning and investment guidance. He is an active member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP), leading industry associations dedicated to the highest standards of professional practice and ethical conduct.
He holds the Series 7 and 66 licenses as well as his life, health and long-term care licenses. He graduated from Davidson College and prior to joining DMJ worked at Merrill Lynch as a financial advisor. In addition to client relationships, Jeff maintains responsibility for the oversight of day-to-day operations at DMJ Wealth Advisors, as well as client account oversight and communications.
Jeff is a graduate of Leadership North Carolina, a program where selected members come together from across the state to inform, develop, and engage committed leaders. He is also a member of the NC Medical Group Managers Association (MGMA) and Greater Greensboro Medical Group Managers where he currently serves as Past-President. He previously served as Chair of the SFSP Young Professionals and is a member of the HIFON Group.
Jeff enjoys spending time with his wife Stacy and their three boys – Noah, Joshua, and Benjamin. He can often be found on the sidelines of his boys’ athletic events or in their classrooms as a parent volunteer or dedicated soccer coach. In addition, Jeff attends and is a member of Christ Church Greensboro and serves on the worship and children's ministries.
Jeff is licensed in GA, NC, and SC.