Jeff Donham Cfp

Jeff is a Senior Wealth Advisor based in the Richmond, VA office of The Colony Group. He utilizes a goals-based planning approach emphasizing tax efficiency, cash flow management, risk mitigation, philanthropic planning, and investment management. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Life Underwriter.

Prior to joining The Colony Group, Jeff worked for Northwestern Mutual where he provided financial planning services for a wide array of client needs including education, insurance, tax, investment and estate planning. Prior to Northwestern Mutual, Jeff worked at LPL Financial where he delivered investment and asset allocation guidance for client portfolios.

Jeff volunteers his time doing pro bono work for CancerLinc providing financial advice for families that have been affected by cancer. Jeff also mentors students from Christopher Newport University looking to pursue a career in the financial services industry.

Jeff graduated, magna cum laude, from the Pamplin College of Business at Virginia Tech, where he earned his Bachelor of Science in Finance. Jeff earned his Certificate in Financial Planning from The College for Financial Planning. In his spare time, Jeff enjoys spending time with his wife and 2 children, as well as spending time with friends on the golf course.