As a financial professional with Equitable Advisors and now the Managing Partner of Licentia Financial, Jeffrey dedicates himself to developing a sound financial strategy for his clients. This includes comprehensive financial planning, business planning, retirement planning, and education planning and risk management. In his experience, every client has individual needs, which demands an individual approach.  Jeff's planning process begins with a complimentary consultation during which we discuss your current financial situation, your immediate goals and objectives, and those that may arise in the future, then work to provide guidance on the best course of action going forward.

Jeffrey graduated from the University of Virginia in 1992 and has been in the greater DC area for over 20 years. His credentials include: Series 6, Series 7, Series 63, Series 66, Life and Health Insurance License, Long Term Care certification, and a founding Partner of Licentia Financial.   This allows him to provide a wide array of services to his clients based on their individual needs, goals and objectives. Additionally, Jeffrey is a member of the Million Dollar Roundtable (MDRT), which signifies him among the global leaders in our profession.