Before founding Sanchez & Zures, Jeffrey represented various financial institutions including Merrill Lynch and Alliance Capital.  He contributed to the financial planning, portfolio management and tax departments at Sullivan, Bruyette, Speros and Blayney, Inc., a division of The Bank of Montreal.  Jeffrey helped set the investment philosophy and discipline for assets valued over $1 billion dollars.

Jeffrey graduated Cum Laude from the University of Southern California’s Marshall School of Business.  He continued his studies at the University of Virginia’s certificate in accounting program to become a CERTIFIED PUBLIC ACCOUNTANT.  In addition, he graduated from Georgetown University’s certificate in financial planning program to earn his CERTIFIED FINANCIAL PLANNER® and Series 65 credentials. 

Jeffrey is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).  He enjoys flying general aviation aircraft out of Manassas regional airport in Virginia.

Jeffrey can be contacted at:

Paul’s professional career began in 1995 when he gained extensive banking and financial services experience while working for City Bank of Lubbock.  In 1997 Sullivan, Bruyette, Speros & Blayney, Inc. (SBSB) hired Paul into their financial planning department as an Associate Planner.  He was promoted into the firm’s portfolio management department and held various positions including head equity and fixed income trader, database manager, and research analyst.  He was also a member of SBSB’s investment committee which developed asset allocation models and implemented stock and mutual fund recommendations for client portfolios.  Paul’s continued success led him to the role of relationship manager where he serviced a client base of $75 million and became a Portfolio Advisor of the firm.

Paul graduated Cum Laude from Texas Tech University’s premier financial planning program in May 1997.  He earned his CERTIFIED FINANCIAL PLANNER® designation and holds the Series 65. In addition, Paul is a member of the Financial Planning Association (FPA).

Paul enjoys playing golf and volunteering his time to various youth groups.  He is a dedicated volunteer to McLean Bible Church’s high school ministry and has coached basketball for Arlington county recreational leagues.

Paul can be contacted at: