Our Team

Jeff Wheeler is a LPL financial planner with Frontier Financial Group, serving the greater Washington, DC area.

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, Voya Financial Advisors in 2008, then LPL Financial in 2022.

Jeff holds FINRA Series 7, 66 and 63 registrations through LPL Financial, life, health and variable annuity insurance licenses, and the CRPC and CFP® designations.  He is registered in Washington, DC, Maryland, Virginia, Pennsylvania, West Virginia, Delaware, North Carolina, New Mexico, Oregon, Washingston and Wyoming.  His services include individual financial planning, guidance with charitable giving, employer-sponsored retirement, disability, life, health and college savings plans, employee education seminars and Medicare planning.  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 Social Security and Medicare planning, estate planning, education funding and investment planning.

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