Jeffrey D. Stewart has been in the tax and financial service business for over 35 years. He joined Concentric Wealth Management in 2017 after the firm he founded in 1982, Lifetime Wealth Management, merged with Concentric Wealth Management. His tax practice operated under the name Jeffrey D. Stewart & Co., CPA’s, until he merged with Burke & Schindler, PLL in 2017. He specializes in providing tax and financial services to high net worth individuals.
Jeffrey graduated from the University of Cincinnati with a degree in Bachelor of Business Administration. Jeff is a Certified Public Accountant, along with being a Certified Financial Planner™ (CFP®) and a Personal Financial Specialist (PFS). He maintains a series 6, 7, 63, 65 and his life and variable annuity insurance license.
Jeffrey resides with his wife Maureen and has three grown children. In his spare time, he enjoys golfing and playing bridge.