Jeffrey W Schenkel
Financial Advisor|CFP®
jeff.schenkel@nm.com
Professional
Jeff is a Washington D.C. native with over 30 years of planning experience. He is committed to helping businesses, individuals, and families through holistic financial planning to include Risk Management, Wealth Accumulation, Retirement Planning, Distribution Strategies, and Employee Benefits. Jeff helps clients with everything from basic planning to solving complex planning issues that involve collaborating with various advisors from a variety of professional disciplines. In his free time Jeff enjoys playing tennis, golf, fishing, and spending time with his wife and two children.
Jeff earned his CFP® certification in 1999.
Associations and Memberships
- Member VA Estate Planning Council
- Member of National Association of Insurance & Financial Advisors (NAIFA)
Physicians Nationwide
Jeffrey Schenkel is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.
Education
Degree
Bachelor of Business Administration
Institution
James Madison University
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Washington Jesuit Academy
The mission of the Washington Jesuit Academy is to provide a high quality and comprehensive education to boys from low-income communities, offering them a safe, rigorous academic setting and advancing their spiritual, intellectual, emotional and physical growth.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
