Who we are
Jeff Harris has earned numerous professional designations over his almost three decade career in financial services. He obtained his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, PA.in 1996. ChFC's receive advanced training over a broad range of financial management issues including income taxes, investments, insurance, retirement and estate planning.
He earned his Certified Estate Planner designation from the Abts Institute in Reno, NV in 1997. This specialized training enables Jeff to help clients utilize Wills and Trusts to preserve and protect their assets from estate taxes, probate fees and expenses. He works closely with his client's attorneys to help ensure the proper legal documents are drafted and implemented.
Jeff completed the comprehensive Financial Planner series and the Trust School through Raymond James University in St. Petersburg, Florida in 1999. In addition, he completed the Cannon School of Wealth Management in 2001 at Northwestern University in Chicago. This training focuses on advanced financial concepts utilized by the nations leading independent financial advisory teams.
Over the years Jeff's practice has increasingly focused on the unique needs of business owners. In 2008 Jeff completed the Certified Merger & Acquisition Advisor designation through Loyola University in Chicago. This training enables Jeff to help business owners understand the various options available to them when they're considering transferring their business to family or selling for maximum value.
He's a member of the International Association of Financial Planners and the Society of Financial Service Professionals. Jeff has served as an Adjunct Professor teaching Personal Finance at James Madison University and Blue Ridge Community College. His unique ability to communicate complex financial concepts in simple, understandable terms is considered by his students to be one of his greatest strengths.
Jeff's a past president of the Blue Ridge Chapter of the Virginia Society of Certified Public Accountants.
When he's not working Jeff enjoy's cooking, flying his private airplane, fitness, traveling with DeAnn and playing with his border Collie Max. Jeff is a volunteer pilot with AirLift Hope Mid Atlantic.