Jeffrey J. Dorman, CFP®
PRINCIPAL, INVESTMENT ADVISER
Jeff is co-founder of Dorman Skorheim Wealth Management, a Registered Investment Advisor. Jeff earned his CERTIFIED FINANCIAL PLANNERTM certification in 1989. As a legal fiduciary with a fee-only compensation structure, Jeff utilizes his over 35 years of investment and client experience to help his clients meet their financial goals and enjoy a lifestyle without unnecessary risk. Jeff does this by helping his clients navigate the complexities of investing, minimizing taxes, controlling costs, and providing an evidenced based investment strategy at the forefront of Modern Portfolio Theory backed by academic research.
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