Jeff has over twenty years of experience in the financial/investment industry. He assists individuals, businesses and non-profit organizations pursue their financial goals. In addition to servicing four branch locations Jeff works alongside the staff in the Wealth Management Division.
Jeff realizes that every situation is unique and that financial recommendations cannot be made in a vacuum. A comprehensive planning approach is the best way to ensure financial success.
Retirement saving and income planning, investment management, small business retirement plans and legacy planning are his core areas of focus. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and has completed coursework through the Cannon Financial Institute.
To assist with day-to-day operations and client service Jeff is assisted by Kristen Corcoran, Registered Paraplanner℠.
Jeff lives in Middleton and spends time away from work traveling and volunteering for various causes, primarily Alzheimer’s disease and dementia.