Jeff Gump, CEPA in

Jeff Gump, CEPA

Login to view DISC.
Senior Director at Choreo
📍 Virginia Beach, Virginia, United States

Jeff is a Senior Director and Certified Exit Planning Advisor (CEPA) at Choreo, specializing in wealth management for business owners and families since 1999. He focuses on succession, retirement, and complex trust strategies, leveraging his B. S. from Virginia Tech to provide tailored financial solutions.

Deeply involved in his community, Jeff has co-founded two youth sports leagues in Virginia Beach and served as a board president. He and his wife, Jenn, have two children active in soccer, and Jeff contributes his time as a referee for the Tidewater Soccer Referee Association.

Unique Fact: Jeff co-founded both the Virginia Beach Youth Football League and the Virginia Beach Recreation Baseball League.

Read the full overview →
Experience
28 Years
Current Role
Senior Director
Job Level
Senior
Location
Virginia Beach, Virginia, United States
Personality Overview

How Jeff shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jeff cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he helps business owners create seamless succession plans, collaborating closely with their attorneys and CPAs.
Tax-Efficient Giving
He frequently posts about using donor-advised funds and charitable trusts to support causes while optimizing tax outcomes for his clients.
+4 more topics Login to view topics
Career

Work history

1-2022
Senior Director
Choreo
9-2010 - 1-2023
Financial Advisor, Cherry Bekaert Wealth Management
Cherry Bekaert Wealth Management LLC
2-2010 - 2-2014
President, Executive Board of Directors
Larkspur Salem Recreation Association
3-2008 - 9-2010
Regional Director of Strategic Planning
Level Four Group
2001 - 2008
Financial Advisor
H&R Block Financial Advisors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1991 - 1994
BS
Virginia Tech
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Choreo Employees

Explore more public profiles from related professionals.

Erik Merkau
Erik Merkau
Chief Wealth Advisory Officer
Choreo
 Jeffrey Ramsey
Jeffrey Ramsey
Managing Director
Choreo
 Rick Cundey, CFP®, CLU®, ChFC®, AIF®, RICP®
Rick Cundey, CFP®, CLU®, ChFC®, AIF®, RICP®
Managing Director
Choreo

More profiles

Discover additional public profiles from our index.

Michael Hines
Michael Hines
VP of Direct to Consumer Technology at Cole Haan
Cole Haan
 Cheri Brown
Cheri Brown
Chief Operating Officer
PSYCHOLOGY & COUNSELING ASSOCIATES PC
 Jair Izaguirre
Jair Izaguirre
Senior Visual Merchandiser
Raymour & Flanigan Furniture and Mattresses
AP
Ashley Pollard
System Vice President, Marketing
SSM Health
Unlock the full playbookSee exactly how to sell to Jeff. Free, 10 seconds.