Jeff Gump, CEPA in

Jeff Gump, CEPA

Wildcard · DISC type cis
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.

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Experience
28 Years
Current Role
Senior Director
Job Level
Senior
Location
Virginia Beach, Virginia, United States
Personality Overview

How Jeff shows up

Requires Proof
Curious But Skeptical
Friendly But Slow

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

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.
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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)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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