Jeff joined HB Wealth in January 2025 after working with WMS Partners. As Senior Wealth Advisor, he serves as family “CFO” to help clients gain knowledge and clarity to make thoughtful, informed decisions. Leveraging the combined experiences of our client families and professionals, Jeff helps families navigate complex financial issues and develop long-term strategies.
Prior to joining HB, Jeff was an analyst with a Registered Investment Advisor in Timonium.
Jeff is a graduate of the University of Maryland, where he earned a Bachelor of Science degree in Finance.