Chief Growth Officer
Beyond Family, Faith and Friends – Jeff loves to fish, golf and was formerly an SCCA Road Race Car driver for his adrenaline fix.
THE NUMBER OF
MY RACE CAR.
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database.
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Lessons from Crush It!: Why NOW Is the Time to Cash In on Your Passion, the legendary book from Gary Vaynerchuk.
Potomac Fund Management’s TAMP, the Union UMA, now features a dynamic financial planning tool available for both desktop and mobile.
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
Most of Jeff’s career has been spent doing diligence on strategists & helping advisors put multiple strategists together for an improved client experience.
His mantra has always been “Education is the key to success”.
- HANDYMAN 75% 75%
- FISHING ADDICT 100% 100%
- CORVETTE JUNKIE 82% 82%
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