Phone: (800) 321-9123


Jeffrey Baumert, AIF®, CIMA®

President & COO

Jeffrey A. Baumert serves as President and COO for RAA. Jeff joined RAA in 2016. Prior to RAA, Jeff was a partner and Chief Investment Officer with Advisor Financial Services which integrated operations with RAA. Jeff has been in the financial services
industry since 1998. In 1996 he was hired as a pilot for a major US airline and maintains his active pilot status. After a 27 year career he retired as a Colonel from the United States Marine Corp. Jeff earned a BS in Materials Science Engineering from Virginia
Tech and holds the Certified Investment Management Analyst:registered: certification and is an Accredited Investment Fiduciary:registered: