As an owner of the firm, Jeff enjoys working closely with clients to help develop straightforward strategies to complicated issues, whether it’s financial planning for business owners and professionals, or assisting nonprofit organizations and other institutions with managing their endowments.
Prior to joining Kooman & Associates in 2014, Jeff spent seven years as a tax attorney with the Sutherland law firm in Washington, D.C., where he focused on defending individuals and corporate clients in proceedings with the IRS and state taxing authorities. He graduated from Colgate University with a degree in mathematical economics and obtained his law degree from Georgetown University.
In 2026, Jeff was named a Top Wealth Advisor – Best-In-State by Forbes Magazine for the fourth year in a row. (Last received, April 2026, based on a survey of data as of 6/30/2025¹). He is a CERTIFIED FINANCIAL PLANNER®, Registered Investment Advisor Representative (Series 65), and holds various health and life insurance licenses
Jeff lives in Hollidaysburg with his wife, Kate, and children, Simon and Sutton, and is actively involved in the community. He is a member of the Altoona Sunrise Rotary Club (Past President and Board Member), Penn Mont Academy Board of Directors, UPMC Altoona Foundation Advisory Board, and First United Methodist Church of Hollidaysburg Endowment Committee. Jeff is also a graduate of the Blair County Chamber of Commerce’s Leadership Blair County program.
In his free time, Jeff is an avid golfer and enjoys reading and spending time outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Please Note: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed as a guarantee that you will experience a certain level of results if the investment professional or the investment professional's firm is engaged, or continues to be engaged, to provide investment advisory services.
¹ 2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on data as of 6/30/2025 and was released on 4/7/2026. 2025 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on data as of 6/30/2024 and was released on 4/5/2025. 2024 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on data as of 6/30/2023 and was released on 4/3/2024. 2023 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on data as of 6/30/2022 and was released on 4/4/2023. The ranking is based upon specific criteria and methodology. Please see https://www.kooman.com/important-disclosure-information for more information and each year’s methodology. Neither Kooman & Associates nor any of its advisors or custodial firms pays a fee in exchange for this award; however, Kooman & Associates pays to license the award logo.