CONNECT

Address:

2200 Pennyslvania Ave NW, East Tower, Suite 4109
Washington, DC 20037

Phone:

202-507-5830

Meet the Team

Jeff Wheeler is a financial planner with Voya Financial Advisors and founder of Frontier Financial Group, a fee-based financial services firm located in Washington, DC.

 

Jeff attended the University of Wisconsin where he earned BA and MA degrees in German.  He spent his junior year in Freiburg, Germany (1989-90) and another year in Frankfurt, Germany (1994) as a translator.  As an undergraduate, Jeff also obtained the Series 7 General Securities license through Decade Securities in Milwaukee, WI.  After 10 years of teaching secondary/post-secondary German, Jeff made a career change back to financial services and joined Lincoln Financial Advisors in 2005.  In 2008 Jeff joined Voya Financial Advisors.

 

Jeff holds FINRA Series 7, 66 and 63 registrations,  life, health and variable annuity insurance licenses, and the CRPC and CFP® designations.  He is registered in Washington, DC, Maryland, Virginia, Pennsylvania, West Virginia, North Carolina, Massachusetts and Wyoming.  His services include individual financial planning, guidance with charitable giving, employer-sponsored retirement, disability, life, health and college savings plans, and employee education seminars.  Jeff's clients include academic professionals, business owners and members of the international and diplomatic community of Washington, DC.  He presents monthly seminars on the topics of retirement income planning, estate planning, education funding and investment planning.

 

Jeff resides in Washington, DC with his wife and two children.  He enjoys classical music, backpacking and fly fishing.