Jeff began his financial planning career in 1991 and joined Focus Financial in 1995. He has taught numerous financial education seminars and has trained new advisors entering the business. Jeff focuses on working with people who are retired or approaching retirement. He provides comprehensive financial planning services with an emphasis on retirement and estate planning. Jeff graduated from Hamline University in 1990 with a major in Business Management. He is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association and Financial Services Institute.
Jeff resides in Blaine along with his 7-year-old son Cade. He enjoys playing hockey, downhill ski racing, running and back packing.
Services
As an independent Financial Advisor, Jeff offers a full line of objective financial services and products. In addition he teams up with other professionals to offer tax accounting and estate planning services. Jeff works with individuals to help them determine their financial goals and objectives. He collects detailed information on your financial situation then analyses this information to develop a written comprehensive financial plan that covers the six areas of financial planning. Along with receiving a written plan, you will receive an outline that details the specific action items to help you achieve your goals and objectives. He continuously monitors progress and meets regularly with you to review and make adjustments as needed.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
