Jeff Supple, CFP®

Jeff Supple, CFP® brings over 30 years of experience in the financial and investment industry. He works with individuals, businesses, and non-profit organizations to help them pursue their financial goals. In addition to serving clients across multiple office locations, Jeff also collaborates closely with the Wealth Management Division team. Recognizing that every client’s situation is unique, Jeff believes that sound financial advice cannot be given in a vacuum. He takes a comprehensive planning approach to work toward long-term financial success. His primary areas of focus include:

• Retirement savings and income planning
• Investment management
• Small business retirement plans
• Legacy and estate planning

Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and has completed advanced training through the Cannon Financial Institute. Jeff resides in Middleton, Wisconsin, and enjoys traveling and volunteering in his free time. He is especially passionate about causes related to Alzheimer’s disease and dementia and currently serves on the Finance Committee for the Attic Angel Association.