Certified Financial Planner®, Retirement Income Certified Professional®
Vice President – Financial Advisor
“I appreciate that my clients have worked hard for their money. It’s my job to help them use their savings to live their best life.”
Jeff grew up on a small farm in rural Minnesota. His background shaped who Jeff is–as a person and as an advisor. Hard work and dedication are two of Jeff’s core values, instilled in him during his upbringing.
Jeff respects how hard his clients have worked for their savings; he helps his clients realize their financial goals, while staying true to their values, by starting with their “why”. “I appreciate that my clients have worked hard for their money. It’s my job to help them use their savings to live their best life.”
Initially, Jeff started helping clients build tax-free bond portfolios. From there, he realized the value he could add by viewing his clients’ lifestyle values and goals in a holistic manner. With that mindset, he developed a focus on offering retirement income planning.
For more than ten years, Jeff has helped clients plan for and transition into retirement, assisting them in understanding how to utilize their money for a sustainable retirement. Today, he primarily focuses on full-service retirement income planning and investing.
Jeff is a lifelong Minnesotan; he currently lives in Lakeville. He has been married for almost a decade to his wife, Jen. Together, they have two children: Fallon and Duke. As a family, they enjoy spending time outdoors, fishing, biking and camping. Jeff also enjoys golfing in the summer, and in the winter, you can find him on a wrestling mat where he works as a high school official.