JEFF HAMMER, CFP®, ChFC®

Firmly believing that people buy differences and not similarities, Jeff’s career has frequently enjoyed taking the road less traveled.  This journey and his MBA from University of Richmond have provided a significant breadth of experiences that enable the creativity that he and his team bring to the table, including:

  • Ongoing management of a successful national financial planning practice with hundreds of clients around the country, focusing on integrated personal, business, and philanthropic planning –with a focus on positively impacting 1,000,000 people through the planning executed with his clients.
  • Leadership of Department of Defense organizations for the world’s largest supply chain of over 6,000,000 items positioned across 30,000 locations around the world, with organizational budgets ranging from $70MM-$600MM.
  • Intellectual property background, spanning thousands of contracts covering complex weapon systems, patents, proprietary processes/algorithms, music, published works, trademarks, and copyrights…ranging from inventors with hundreds of patents in their portfolio to top 10 genre music artists and best-selling authors.
  • Management of multiple IT divisions for Department of Defense and Capital One, to include senior leadership and redesign of systems supporting over 50,000,000 accounts, while providing oversight of $4 billion in spend and $26 billion in annual supply chain volume.
  • Direction of multiple enterprise-wide initiatives for Fortune 100-sized organizations, with several having over 1,000 team members across 100 business lines and multiple geographies, spanning initiatives in the areas of corporate rebranding; organizational redesign and legal entity restructuring; governance, risk & compliance (GRC); payments; finance, banking and credit systems; supply chain management.
  • Engagement with C-suite leadership in Fortune 500 businesses, non-profits, and flag-level / senior government executives.
  • Mergers & acquisition leadership of integration efforts for Capital One, as it transitioned from no banking presence to become the 6th largest bank in the country in 6 years.
  • Guidance of hundreds of interactions with non-profits in the development of their case statements, donors, and planned giving strategies.
  • Work has spanned over 50 industries ranging from software, AI, defense, natural resources, energy, legal, marketing, music, publishing, movie/TV, arts, healthcare, professional sports, medical research, manufacturing, chemistry, materials, data, lending, payments, climate change, finance, education, restaurants, lighting, import/export, franchises, faith-based, and social services.

Jeff Hammer
Katie Goolsby
KATIE GOOLSBY

Katie has been a creative marketing leader on Jeff’s team since joining in 2016.  She is a proud graduate of the University of Virginia, and she provides invaluable expertise for Hammer Forte in the following areas:

  • Marketing research and development
  • Case statement creation for non-profits
  • Donor-mapping development
  • Donor research
  • Framework, communications and presentation creation and development

Her efforts have assisted organizations in the following areas around the country:

  • Energy, legal, marketing, music, publishing, movie/television, professional sports, finance, medical research, chemistry, materials, data, climate change, education, faith-based, and social services.