Beyond helping you build, preserve, enjoy and share your wealth, after three decades of providing professional wealth management services, Jeff has the background necessary to help you to define what your goals and dreams may be. To help demonstrate his commitment to providing excellent service and well-qualified investment recommendations, he has earned the Accredited Wealth Manager and Chartered Retirement Planning CounselorSM designations. Prior to his career in financial services, he earned a bachelor’s degree in economics from the University of Michigan. While there, he received the Fielding Yost Award as a member of the Wolverines hockey team, which goes to the most outstanding student athlete. He also has received the honor of being called an Eagle Scout.
Jeff and his wife, Jackie, have six children and live in Stillwater, Minnesota. Outside the office, he shares his passion for hockey with the next generation as the Jr Varsity coach for the Mahtomedi High School boys hockey team. In addition, he is an active member of his local Treehouse Youth Outreach program and a member of St. Andrews Lutheran Church.
