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Jeff applies his thirty-years of experience building startups and executing mergers and acquisitions to now incubate, accelerate, and invest in small and mid-size companies.  He has enjoyed extraordinary success in business and life, as well as overcome great failure, all which provide ABA clients a rare library of wisdom for not only building significant shareholder value, but also protecting it.  Jeff’s commitment to stand up for what’s right following the 2008 Financial Crisis, and the resulting legal challenges, are the topics of multiple books and national articles.

            Jeff is generous with his expertise in leadership and management, financial statements and strategies, sales and growth outperformance, and operational efficiencies to increase gross and net margins.  On top of everything, Jeff’s engaging personality and commitment to joint success create an enjoyable experience with advisor and client in the boat together rowing in the same direction.

Industries Owned and Advised:

  • Investment Broker-Dealers (B/D) and Registered Investment Advisors (RIA)

  • Medical software sales and prescription distribution

  • Residential mortgage and commercial lending

  • Investment banking: mergers, acquisitions, capital raises, equity/debt offerings

  • Shipbuilding repair and services: US Navy, Coast Guard, Merchant Marine

  • Insurance: life, health, long-term care

  • Aerospace parts and repairs services: US Air Force, Foreign Military Sales

  • Green energy lighting and audit


  • MBA, The College of William & Mary, Finance

  • B.S., United States Air Force Academy, Management

Business and Civic Community Involvement History

  • Board Director, Christopher Newport University Luter School of Business

  • Board Director, SIFMA National Small Firms Committee

  • Chairman, Young Presidents’ Organization, Virginia

  • FINRA Reg. Series 6,7,8,10,24,27

  • SEC Reg. RIA Principal & Advisor

  • President, Big Brothers Big Sisters

  • Chairman, The Children’s Village of Hampton Roads

  • Board Director, USO of Hampton Roads


  • Ashleigh, Cole, Carleigh, Golf, Fitness, Free Markets, Capitalism, Liberty,

Children-Veteran-Criminal Justice Charities & Missions

About: About
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