Our Qualifications

Jeffrey holds the Chartered Retirement Planning Counselor^SM certification, which means he completed a course of study and end of course examination encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations and has agreed to adhere to the standards of professional conduct.

In addition, in 2012, Jeffrey earned the Certified Wealth Strategist^® certification, which helps him place client issues in the context of a wealth management strategy. Both certifcations require adherence to a strict code of ethics.

Before joining D.A. Davidson & Co.,Jeffrey was with Merrill Lynch from 2004- 2010. In August of 2009, Merrill conducted an internal research project to identify the “Eight Elite Attributes of High Performing Advisors” which was designed to help them learn from the very best advisors in their firm. Jeffrey was rated amongst the top Merrill Lynch Financial Advisors nationwide across the areas of value proposition, loyalty, client acquisition, disciplined investment process, client services, relationship building and teamwork. Prior to Merrill Lynch he was with two competing firms which helped achieve a well-rounded knowledge base and experience level.

A lifelong resident of Washington, Jeff lives in Arlington, values spending time with loved ones and home, can usually be found on his motorcycle, and always with a rescue dog or two by his side.

Jeffrey sincerely respects and appreciates the people he works with. He genuinely considers them VIPs, and is passionate about working with those who believe in the importance of a trusted essential partner.