With over 25 years of experience in financial services industry, Jeff’s specializes in the investment management process.
Jeff works one-on-one with clients, specializing in retirement distribution and wealth management. Preparing for and navigating retirement can be complex. Jeff enjoys helping people focus on what really matters to them in life, and then he works with them to develop a portfolio capable of supporting their goals.
Jeff holds the Chartered Financial Analyst® (CFA®) designation, one of the highest distinctions in the investment management profession, and the CERTIFIED FINANCIAL PLANNER™ certification, noted for its extensive knowledge, experience, and ethical requirements. He attended Minnesota State University at Mankato and graduated in 1996 with a degree.
Jeff grew up in the Twin Cities area and now resides in Somerset, WI. As an avid fisherman, you can often find Jeff out on the water. His favorite species is the largemouth bass, and he finds great excitement in attempting to figure them out each day he is out fishing.