Jeffrey R. Loehnis, CPA, CFP®
Jeff leads our wealth management practice and contributes to the firm's overall strategic direction and management as a member of the executive committee. He is an active senior client advisor and a member of our investment committee.
A career built on applying creative wisdom to sophisticated situations and on building long-term client relationships earned Jeff recognition by Worth
magazine multiple times as one of the nation's "Top 100 Wealth Advisors."
These same attributes have become key components of the firm's overall advisory culture.
A Certified Public Accountant and a Certified Financial Planner™
, Jeff holds a bachelor's degree in accounting from Hillsdale College. He is a member of various industry associations and is a member of the professional advisory committee of the Columbus Foundation. His current and prior board affiliations include BalletMet Columbus, the National Pancreas Foundation, the National Kidney Foundation Serving OHIO and Past President of the Hillsdale College Alumni Executive Board.