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.  After a 27-year career, he retired as a Colonel from the United States Marine Corp.  He is also a retired airline Captain. Jeff earned a BS in Materials Science Engineering from Virginia Tech and holds the Certified Investment Management Analyst® certification and is an Accredited Investment Fiduciary®.