Jeff Waters, CFP®
President and Chief Investment Officer
Jeff Waters founded OFC Wealth Management, LLC in 2005 with the idea that busy professionals don't have the time to keep track of their finances in the ever-changing financial landscape. The name "OFC" stands for "order from chaos," which is the state of affairs many people feel their finances are in. Jeff believes that engaging a firm of experienced financial planning professionals with deep expertise can help you create the peace of mind that you seek.
Jeff's entire career has been in the financial services industry, and he has worked on challenging investment and management issues at a high level. During his seventeen years on Wall Street, he covered some of the top institutional investors as a research salesman at Salomon Brothers. Subsequently, as Associate Director of U.S. Equity Research at Salomon Smith Barney, he managed the day-to-day operations of the #1 ranked Equity Research Department.
Jeff has a BA in Economics from Yale University and an MBA degree from the Stanford University Graduate School of Business.
Jeff sits on the Board of Let's Get Ready, a groundbreaking non-profit organization that expands college access for low-income high school students by providing free SAT preparation and college admissions counseling. Jeff serves as Vice Chairman and co-chairman of the Finance Committee.
Jeff is co-founder and Board Chairman of the United States Wrestling Foundation, an organization that works with the major governing bodies of amateur wrestling in the United States to raise funds and advance the interests of the sport.
Jeff is also a sought after speaker who regularly teaches a broad range of personal finance topics to employees of major corporations, non-profits, and governmental entities.
Jeff was formerly President of the Board of Education for the Millburn Township Public School System. Millburn schools are recognized as one of the top public school districts in America.
Jeff is married to Nancy Greene and resides in Short Hills, NJ. He has two adult children who reside in New York City.
Emily Jaffe, CFP®
Senior Wealth Manager
Emily joined OFC Wealth Management as a Senior Wealth Manager in 2016. She brings her 15 years of bulge-bracket capital markets experience to her client partnerships in the development and management of their financial plans and investment portfolios.
Prior to joining OFC Wealth Management, Emily was a Principal at North Sea Partners, a boutique investment bank and debt advisory firm, where she provided liability management solutions and dedicated client trading services. Prior to joining North Sea, Ms. Jaffe developed her fixed income and capital markets expertise as a Director at Citigroup, where she ran the Leveraged Loan Syndicate Desk.
Emily graduated from The Wharton School at the University of Pennsylvania with a B.S. in Economics, with a concentration in Finance and Entrepreneurial Management. She also completed the Certificate of Financial Planning at Fairleigh Dickinson University and earned her CFP® designation in 2018.
As a wealth advisor, Emily is dedicated to providing clients with the highest level of personalized service to address all of their financial needs. Whether it be planning your retirement or saving for a child’s education, Emily’s extensive background allows her to assist families in the growing, protecting and transferring of their wealth.
Ms. Jaffe is passionate about serving the community and recently completed serving her 2nd term on the Millburn Township Board of Education. She was formerly President, Vice President and Chair of the Finance Committee.
Emily lives in Short Hills, NJ with her husband, David, and their three children. When not working or chauffeuring her children to their various activities, she enjoys competitive tennis, cooking (as long as not during a global pandemic), reality TV and traveling (and can't wait to get back out there!).
Beth Von Bevern, CPA
Controller
Beth joined OFC Financial Planning, LLC in 2008 as Operations Associate. Beth’s responsibilities include firm finances and technology.
Beth received a BS with Distinction from Babson College. Previous work experience includes KPMG, The Related Companies and The Blackstone Group where she was a controller for the real estate group.
