Who We Are
District Financial Planning is an independent financial services firm that strives to help DC professionals — from government employees to private sector pre-retirees — work towards realistic financial solutions. We believe in taking a grounded approach to your financial needs by working with, and enhancing, your current financial strategy to achieve tailored results.
District Financial Planning provides comprehensive advice, products, tools, and service for a range of needs, including preparing for retirement, organizing personal finances, creating a savings plan, wealth management, tax reduction strategies, and more.
Jeff is Virginia native with almost two decades of financial planning experience. In 2007, Jeff was recruited to the DC area to lead a team of new financial advisors. From this experience, Jeff learned that his passion was working with people one-on-one to best solve the puzzle that financial planning can be. In 2011, Jeff made the decision to become an independent financial advisor so he could have the freedom and the resources to give his clients personalized advice, tools, and services.
As a CERTIFIED FINANCIAL PLANNER™ practitioner in DC, Maryland, and Virginia, Jeff holds a FINRA Series 7, Series 24, and Series 66 licenses with LPL Financial, as well as state insurance and annuity licenses.
Jeff’s style can be described as grounded, often noted for saying, “save till it hurts.” He believes in working towards achievable goals through ethical, comprehensive financial planning. Known for being a patient listener, Jeff’s approach has led to lasting relationships with myriad of clients over the years. Formerly, Jeff attended Virginia Tech in Blacksburg, Virginia, where he earned a bachelor’s in finance and a minor in Sociology.
On the weekend, you can find Jeff relaxing with his wife, Jill, and two children.
Andrea is a dedicated communication professional with a demonstrated history of working with U.S. federal agencies, global conglomerates, non-profits, and associations. She has worked in the public relations industry, helping a variety of Fortune 500 companies meet their outreach needs through full-scope integrated communication services. Originally from Orlando, Florida, Andrea holds a Master of Arts in political communication from American University, and a Bachelor of Science from Florida State University. She is a fluent Spanish speaker.
At heart, Andrea is a personal finance bookworm and tech news junkie. In her spare time, you can find her on her daily run or hiking away in the Blue Ridge Mountains.