Eric M. Jaffe

Eric M. Jaffe is a LPL Financial Planner and Advisor who works with individuals and businesses on a variety of financial matters, including investment and risk management, wealth accumulation, and estate planning.

As a planner, Eric helps people prepare for major financial events that require foresight and planning, such as achieving financial independence, educating children or grandchildren, or building or preserving an estate. Eric also works with small to mid-sized businesses to help plan for events such as business succession.

As an advisor, Eric works with clients to help implement their plans and programs. This often involves overseeing money and investments through brokerage accounts, retirement plans, or education funding programs. It also can include placing insurances such as life, disability, long-term care, or health insurances. When working with businesses, Eric assists in reviewing, developing, and managing group benefit programs or executive deferred compensation arrangements.

Eric has expertise working with plaintiffs' attorneys and their clients who are receiving substantial sums of money in connection with settlements or judgments of lawsuits, including analyzing issues relating to structured settlements. He is certified as a Special Care Planner for work with families with special needs situations. Eric has over thirteen years of experience in the legal and financial services industries including stints over the past five years at The Washington Group and AXA Advisors. He practiced law for five years at Ross, Dixon & Masback, LLP, a private firm in Washington, D.C., and for three years in the Civil Division of the United States Attorney's Office for Washington, D.C. Eric earned a Bachelor of Arts degree at Amherst College, and a Juris Doctor, cum laude, from the University of Michigan Law School.


Terry-Ann Gardemal, CFP® CDFA™

Terry-Ann Gardemal is a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA™). Terry-Ann works with clients to evaluate their financial needs and formulates strategies to help them achieve their wealth management goals. She constructs comprehensive financial plans that include pre- and post-retirement cash flow analysis, asset protection strategies, risk management, estate-planning techniques, and college funding options. Terry-Ann helps implement strategies to support each goal and milestone through investment management, insurance placement, and ongoing advisory relationships.

As a CDFA, Terry-Ann assists divorcing couples achieve an equitable settlement by helping them identify their financial needs and develop a clear understanding of the financial implications of alternative settlement options. She works with attorneys as a financial consultant for individual clients and also works as part of a team to find a resolution that focuses on the financial well-being of the entire family through the Collaborative Divorce process.

Prior to joining Jaffe Financial Management, Terry-Ann served as the Director of Financial Planning for The Washington Group of MassMutual. She also conducted financial plans and investment management at Alexandria Financial Associates and Beers and Cutler, PPLC. Before becoming a CFP in 1996, she was a senior analyst at the NASD and the ICMA Retirement Corporation.

Terry-Ann has a Bachelor of Commerce degree in Accounting and Economics and a Graduate degree in Financial Economics from the University of Cape Town, South Africa. She is also a graduate of the College for Financial Planning and is licensed by the Certified Financial Planner Board of Standards and the Institute for Divorce Financial Analysts. She is a member of the International Association of Collaborative Professionals, Collaborative Dispute Resolutions Professionals and is an investment advisor representative of LPL Financial, a registered broker/dealer.

BACK TO TOP