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 is a career shifter; she joined OFC Wealth Management in 2016 after 15 years of bulge-bracket Wall Street capital markets experience.
Prior to joining OFC, 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 that, she 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 dual concentration in Finance and Entrepreneurial Management. She received her Certificate in Financial Planning from Fairleigh Dickinson University and earned her CFP® designation in 2018. In addition to general financial planning, as a Certified Divorce Financial AnalystTM, she helps divorcing individuals and couples make informed financial decisions.
Ms. Jaffe is a regional board member of the National Association of Personal Financial Advisors (NAPFA), which is the country’s leading professional organization of fee-only financial planners.
She is passionate about serving the community and was elected to the Millburn Township Board of Education from 2013-2019, where she served as President, Vice President and Chair of the Finance Committee.
Emily lives in Short Hills, NJ with her husband and their three children. When not working, she enjoys tennis, cooking, reality TV (and not ashamed!), reading and traveling but mostly spending time with her family.
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.