Jeff is client focused with specific emphasis in the areas of retirement income planning, wealth transfer, and overall client portfolio management. He also helps with group benefits, including group insurance planning and qualified deferred compensation plans. Jeff holds FINRA securities registrations through LPL Financial that include the Series 6, 7, and 63.
He graduated in 1996 from Iowa State University with a Bachelor of Science Degree and is a Dean’s List Graduate.
Jeff has been living in Minnesota his entire life and lives in Forest Lake with his wife Mary Jane (MJ). This is where they enjoy boating, biking, snowshoeing and neighborhood bonfires with friends and family. He also enjoys golfing, hunting, both ice and open-water fishing and snowmobiling. Jeff is member of White Bear Lake VFW Men’s Auxiliary and the White Bear Lake Chamber of Commerce.
‘Tuesdays with Morrie’
What songs would be included on the soundtrack of your life?
- Life By the Drop – Stevie Ray Vaughan
- Johnny Cash – I Walk the Line
- I’m Thinking of You – Dierks Bentley
"When I do good, I feel good. When I do bad, I feel bad. That's my religion." - Abraham Lincoln