Comprehensive Financial Planning
Investment Income Management
About the Financial Advisor
Jeff is a CFP® professional and a Senior Financial Advisor at Focus Financial. As the son of a Minnesota State Senator and Anoka County District Court Judge, Jeff learned at a young age the importance of honor and integrity, qualities that have helped him build a successful financial planning practice.
Jeff is passionate about his business and dedicated to helping clients achieve their financial goals with thoughtful, personalized service and care. He specializes in Retirement and Estate Planning for high-net-worth individuals and families. Through comprehensive financial planning and focusing on time-tested strategies, Jeff has helped clients through major life events and navigate some of the most challenging financial periods in history over the past thirty years. Jeff provides consistent, calm, sound advice and a full line of financial products and services.
Education and Designations
- Hamline University, BA, Business Management
- CFP® – Certified Financial Planner™
Jeff is married to his wife, Jennifer, and has one son, Cade. He is a competitive downhill ski racer who enjoys running, hiking, hockey, and traveling.
Direct Phone: 651-379-3909
Main Phone: 651-631-8166
Minneapolis MN 55413