With nearly three decades of experience spanning law, finance, taxation, and compliance, Jeff Schreier brings a legal and in-depth perspective to his work at Curio Wealth. Holding a CPA designation, a PMP certification, and bar admissions in Maryland, Washington, D.C., and the U.S. Supreme Court, Jeff’s knowledge in estate planning, investment strategy, and financial planning enables him to craft thoughtful, strategic solutions for clients.
Jeff’s educational background includes a BBA in Accounting and an MBA in Finance from Loyola University Maryland, as well as a JD and an LL.M. in Taxation from Georgetown University Law Center.
Beyond his professional endeavors, Jeff is deeply committed to his community. He has served as Church Treasurer for over a decade and has taken on leadership roles as both President and Treasurer of his homeowners’ association. A lifelong learner, Jeff is continually expanding his knowledge—he plans to become barred in Virginia and earn his CERTIFIED FINANCIAL PLANNER® designation in the coming years.
Jeff’s approach to financial planning is guided by his belief that success is about leaving a legacy of generosity and kindness. When he’s not working with clients, he enjoys ice hockey, reading, and coaching lacrosse. He and his wife, a Grammy-nominated musician, share a passion for lifelong learning and raising their two children.
