About Us

Josh is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from Georgetown University where he earned a BA in psychology and Pre-med Studies, as well as an Executive Certificate in Financial Planning. Josh is passionate about providing independent, objective advice to clients. He strives to help clients reach their financial goals every day by delivering comprehensive financial planning that integrates a client's plan and goals with investment management. He is continuously learning and attends ongoing professional conferences like the Financial Planning Association (FPA) annual conference to stay current on advanced planning techniques. Josh also attended the Berkshire Hathaway 2013 annual shareholder meeting in Omaha, Nebraska to hear legendary investors Warren Buffett and Charlie Munger speak. It was in speaking with Buffett's underling, Ted Weschler, that Josh decided to pursue the rigorous CFA^® designation. Josh lives in McLean, VA with his wife Kate, two sons, Eli and Hank, daughter, Stella, and Golden Retriever, Hunter. When not working, Josh enjoys going on family ski and beach vacations.

Since the beginning of his career, Jeff has been fascinated with the capital markets and investing. Jeff transformed that fascination into becoming a CFA Charterholder, considered to be the most highly recognized investment credential in the world. Jeff finds talking to clients about the markets and their investment strategies to be energizing and the favorite part of his day. For Jeff, family always comes first. He loves spending his free time with his wife Tess, his son Dominic, and his two daughters Colette and Lucia. Jeff graduated from Christendom College where he studied Political Science and Economics. Jeff also loves playing guitar and is an avid reader who enjoys the continuous journey of learning through books.

Jennifer Hutton, ChFC®, is a Founding Partner at 4J Wealth Management with more than 20 years of experience in the financial services industry. As the firm’s primary client liaison, she coordinates day-to-day service, account changes, cash flow, translating goals into clear, actionable steps and ensuring timely follow-through. She takes pride in being a responsive resource for clients’ questions across all aspects of financial planning and in helping clients make confident choices that keep their plans moving forward through market cycles and life changes. Jennifer coordinates closely with clients’ CPAs and attorneys so recommendations are aligned across investments, taxes, and estate planning. Jennifer’s responsibilities emphasize operations, compliance, and client service; she helps design and maintain processes that support accurate execution and regulatory alignment. Jennifer earned a BS in Business with a concentration in Finance from East Carolina University, where she played Division I soccer. A native of Alexandria, Virginia, she lives in Alexandria with her husband and their daughter. 

Will is a recent addition to our team, bringing with him a strong background in education from his tenure as a dedicated teacher in Fairfax County. Enthusiastically transitioning into the wealth management industry, he is currently preparing for the Series 65 exam and plans to pursue the Certified Financial Planner (CFP) designation afterward.

In his current role, Will serves as a valuable point of contact, working closely with Jennifer and the rest of our team on various administrative and operational tasks. You may have the opportunity to interact with him when you call our office, as he assists with client inquiries and manages incoming communications.

As Will gains experience and obtains the appropriate credentials, his responsibilities will expand to include more planning and advisory functions. This progression aligns with his professional development and our firm's commitment to providing personalized service.