Jeffrey G. Mussatt

Certified Financial Planner

Jeffrey G. Mussatt

Jeffrey G. Mussatt

Certified Financial Planner

Jeff is a managing partner of Kimble Advisory has been planning for and serving high net worth clients for over 25 years.

He started his career at The Northern Trust Company in Chicago, where he spent 12 years as the lead Private Banker to many of Chicago’s top executives, business owners, multi-generational trust families and real estate developers. He has spent the last 8 years with a Richmond based registered investment advisory where he managed many of the firm’s largest relationships, held a voting position on the firm’s investment policy committee and was a member of the firm’s leadership team.

Jeff is a member of the Financial Planning Association of Central VA, the Estate Council of Richmond and the Virginia Society of CPA’s.

Jeff and his wife, Lynn, have 2 daughters. The family enjoys golfing and traveling in the summer and skiing in the winter. Jeff is an active member at Hermitage Country Club, where he has served on various committees while being a member.

Achievements

  • Member, Financial Planning Association of Central Virginia
  • Member, Virginia Society of Certified Public Accountants
  • Member, Hermitage Country Club

Community

< Back to Our Team