Jeff Dye, CFP®

Jeff focuses on providing strategic planning advice to individuals, families and businesses. Whether it’s helping a business owner prepare for their exit, implementing investment strategies, or providing education for the next generation, his goal is to empower clients to make big decisions with confidence.

The ability to deconstruct complex issues to their most basic elements and offer solutions that align with a client’s goals is at the core of HUB’s value proposition. Formulating a plan or strategy while clearly demonstrating the potential impact on a client’s long-term financial goals is what we believe separates HUB Retirement and Wealth Management from our product-focused competitors.

Jeff is a graduate of the University of Maryland with a degree in Economics; he has a Certificate in Financial Planning from Georgetown University and holds the Certified Financial Planner™ designation.

*Family Office Services provided are not “family office” services as defined under the Investment Advisers Act of 1940, but rather services provided to families and high net worth clients to address the unique financial, investment, and planning needs of such clients.