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Jeff Trollinger,CFP®, CPWA®

Jeff Trollinger,CFP®, CPWA®

Senior Vice President

Jeff began his career in Financial Planning in 2000. He received his CERTIFIED FINANCIAL PLANNERTM certification in 2005 and his CERTIFIED PRIVATE WEALTH ADVISOR® designation in 2013. His primary focus is helping clients identify their life values and goals, and then crafting a tailored financial plan for each household. Jeff has a BA in History from The College of William & Mary and an MBA from Wake Forest University. He is a founding member of Hope Presbyterian Church, where he has served in a variety of leadership positions. Jeff and his wife Deanne have two girls, Abbie and Sara Kent.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.