A culture of service From a collaborative, family team
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 2023, Jeff was named a Top Wealth Advisor - Best In State by Forbes Magazine. 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 son, Simon, 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, Sheetz Center for Entrepreneurial Excellence Advisory Board, Blair County Chamber of Commerce Public Policy Committee, and Pennsylvania Bar Association. Jeff is also a graduate of the 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.