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, private 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 graduated from Davidson College and prior to joining DMJ worked at Merrill Lynch as a financial advisor. Jeff maintains responsibility for the Investment Committee at DMJ Wealth Advisors, as well as client account oversight and communications.
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.
MEMBERSHIPS
Graduate, Leadership North Carolina Member
Society of Financial Service Professionals (SFSP) Member
Financial Planning Association (FPA)
CREDENTIALS & COMMUNITY
CERTIFIED FINANCIAL PLANNERTM
Chartered Retirement Planning Consultant
Member, HIFON Group
Member, Greensboro Estate Planning Counsel
Previous Chair, Member, SFSP Young Professionals
Past-President, Greater Greensboro Medical Group Managers
Member, NC Medical Group Managers Association (MGMA)