Jeff joined Greenway Wealth in November 2018 as Director of Financial Planning. Jeff was drawn to personal finance as a vehicle to empower people, and he enjoys helping lift the weight of financial burden so clients can pursue what’s most meaningful to them.
He began his journey in finance at Vanguard in 2015 where he learned the foundations of investing principles and walked alongside clients as they worked towards their goals. Jeff’s move to Greenway allows him to work more comprehensively with clients to give them the best chance for success.
Jeff grew up in Kannapolis, North Carolina and has called the state home most of his life. He graduated from North Carolina State University with a B.S. in Business Administration and completed his Certificate in Financial Planning from NYU. In 2018, Jeff received his CFP® certification. He's also a member of the XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).
Jeff and his wife Grace were married in 2016 in the North Carolina mountains, one of their favorite places in the world. They have a son named Forrest who was born in 2018. They recently moved back from Arizona to Huntersville, NC and love to spend time outdoors.