As Senior Financial Advisor, Jeff serves as family “CFO” to help clients gain knowledge and clarity to make thoughtful, informed decisions. Leveraging the combined experiences of WMS' client families and professionals, Jeff helps families navigate complex financial issues and develop long-term strategies. He serves on the firm's Planning Committee and Board of Directors. Jeff is a subject matter expert within the firm on advanced estate and insurance planning topics. Jeff is a graduate of the University of Maryland where he earned a Bachelor of Science degree in finance. He is a 2017 graduate of the Charles Schwab Leadership Program. Since 2016 Jeff has been selected by Forbes magazine as