Experience & Expertise

Jeff is a Partner & Practice Lead in the firm’s Private Client Group. He joined Greenspring after a successful career as a business executive at companies including McKinsey & Company and General Mills. Jeff specializes in helping clients evaluate their long-term financial goals. He works closely with them to develop, implement, monitor, and periodically reassess their financial plans, helping to ensure they achieve their goals.

Get Better Acquainted With Jeff

Favorite Thing About Working With Clients

“At 14, I began managing my mother’s retirement investment accounts. I guess you could say she was my first client! Since then, I’ve been passionate about helping to improve the financial lives of others.”

My Philosophy On Client Service

“I believe in the importance of both the big picture and getting the details right. I love reviewing and analyzing tax returns, insurance policies, and investment statements to ensure that every aspect of a family’s financial life is optimized. By understanding the specifics of each client’s situation, I can create and implement a customized plan of action to help them reach their goals.”