Jeff brings to Financial Council a passion for helping clients achieve their long-term goals, along with great focus and many years of experience dating back to a college internship here with our team. He is a graduate of the University of Maryland, where he double majored in Finance and International Business. Prior to joining Financial Council permanently in April of 2012, he was employed with Morgan Stanley in Prime Brokerage and Wealth Management Operations. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds the FINRA Series 7 securities registration as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, Member FINRA and a Registered Investment Adviser.
Jeff was a member of the Lacrosse team at the University of Maryland and played professionally for many years. When not on the field himself, he coaches a youth lacrosse program in his Harford County hometown. Jeff and his wife Laura are the proud parents of their beautiful daughter, Emmy, who captured their hearts when she was born in April, 2018. They also enjoy cycling, mountain biking and kayaking in their spare time.