About District Financial Planning

Welcome to District Financial Planning, your partner for financial guidance since 2011. Located in Silver Spring, Maryland, our practice is 100% virtual, making our services accessible to anyone who believes they can benefit from our expertise.

Who We Are | Wealth Management | District Financial Planning

Our Commitment to You

At District Financial Planning, we understand that you’re entrusting us with significant aspects of your life. We take that responsibility seriously and are dedicated to getting everything right, from the very big to the very small. Our team strives to let nothing slip through the cracks. If we commit to something, consider it done.

Honest & Straightforward Advice

We believe in providing honest and transparent advice to our clients. If we think a particular plan is a bad idea, we’ll be the first to tell you. To us, sugarcoating helps no one, and we want to ensure that you make the best decisions for your financial future.

Who We Are | Wealth Management | District Financial Planning
Who We Are | Wealth Management | District Financial Planning

No Jargon, No Confusion

Navigating the financial world can be confusing, especially with all the industry jargon and technical terms. At District Financial Planning, our goal is to cut through that noise and provide clear, concise guidance. We won’t add to the confusion; instead, we’ll break down complex concepts into understandable language, empowering you to make informed decisions.

Please feel free to take a look at our services page to find out more about how you can feel comfortable and confident about your financial future. We’re here to help you every step of the way.

Meet Our Team

Jeffrey Settle | Advisor | District Financial Planning

Jeffrey Settle CFP®

Financial Advisor
jeffrey.settle@lpl.com
301-563-9700

As the Financial Advisor and Founder at District Financial Planning, Jeffrey's responsibilities include working with clients to help them pursue their financial goals. He has worked as a financial advisor for over 20 years and specializes in retirement planning, tax planning, and wealth management.

Jeffrey is motivated by the latest trends and technology in the financial services industry. In 2009, he obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He attended Virginia Tech, where he obtained a bachelor’s degree in finance and a minor in sociology. As a Virginia native with over two decades of financial planning experience, he was recruited to the D.C. area in 2007 to lead a team of new financial advisors. This is where he discovered his passion for working with people one-on-one. In 2011, he made the decision to become an independent financial advisor, so he could have the freedom and resources to give his clients personalized advice, tools, and services.

Jeffrey holds FINRA Series 7, Series 24, and Series 66 licenses through LPL Financial, as well as state insurance and annuity licenses. What he loves most about his job is giving someone the green light to retire or take that dream trip, because they’ve saved and invested wisely along the way. In his free time, he enjoys relaxing with his wife, Jill, and their two children. He also has a passion for playing the drums, which allows him to unwind and express his creativity.

Sheila Davis

Manager of Client Relations
sheila.davis@lpl.com
301-563-9701

As Manager of Client Relations, Sheila focuses on providing a positive and personalized client experience through proactive communication and efficient service. 
 

She graduated from the University of Pittsburgh with a bachelor’s degree in Media Communications. While in Washington, D.C., Sheila worked at the National Geographic Channel and the U.S. Department of Health and Human Services. After returning to her hometown of Pittsburgh, she also worked at UPMC and Carnegie Mellon University.
 

With a background in communications and public relations, Sheila has honed her ability to understand client needs and provide tailored solutions that work for them.
 

Outside of work, she enjoys spending time with her husband and kids, bird-watching, and baking.
 

Becky Moran | Client Associate | District Financial Planning

Becky Moran

Client Services Associate
becky.moran@lpl.com
301-563-9701

As Client Services Associate, Becky is your go-to for answering general questions, scheduling appointments, and technical support, acting as a bridge between clients and their financial advisor. She finds the most fulfillment in solving problems, so feel free to reach out with any questions or concerns!

Becky has over a decade of experience as a Graphic Designer working for a range of clients from start-ups to government agencies. She has a BFA in Communication Arts from Virginia Commonwealth University, and is pursuing a Masters in Library and Information Sciences at the University of Maryland. In her free time, Becky enjoys walking the local trails near her home in Maryland and doing creative projects like mural painting and paper flower making.