As a CERTIFIED FINANCIAL PLANNER® professional, Jeffrey helps individuals approaching or already in retirement bring clarity and confidence to life's next chapter. His expertise lies in creating comprehensive retirement plans that coordinate every piece of the puzzle—investments, taxes, pensions, Social Security, cash flow, Medicare, insurance, debt management, charitable giving, long-term care, and estate planning—so clients can make the most of the wealth they've worked hard to build.
Jeffrey does this work because he believes retirement shouldn't feel like guesswork; it should feel like freedom. His process is grounded in the professional standards of the CFP® Board, which demands rigorous education, experience, and ethics.
Jeffrey completed his CFP® coursework at James Madison University, holds a B.S. in Engineering from Virginia Tech, and continues to meet ongoing education requirements to ensure every recommendation reflects current best practices. When not helping clients plan their financial futures, Jeffrey can likely be found enjoying time with family, exploring the outdoors, or tinkering with a new project, true to his engineering roots.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
