A graduate of University of Wisconsin – Stevens Point, Jeff has been in the financial planning industry since October 1997 and with LPL Financial since July 2006. In 2004, Jeff earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® certification marks are only given to those who have completed the required educational process, registered with the Certified Financial Planner Board of Standards, passed a comprehensive 10-hour CFP® Certification Examination, and have a minimum of three year’s experience in a financial field. Once appointed, a CFP® professional must meet continuing education requirements and ethical standards in order to maintain the certification.
In addition to the CFP® designation, Jeff hold his Series 7 and Series 66 securities registration, and Life and Health Insurance licenses, though LPL Financial.
When sitting down with clients and prospects alike, Jeff likes to take a “big picture” approach. He looks at where you are now as far as retirement planning, retirement income, education planning, or whatever the goal may be. There will then be a discussion of where you would like to be financially in the future. Together, you will come up with a plan to try and make those goals a reality and work together to monitor the plan. He firmly believes that today’s preparation determines the success of tomorrow.
In his free time, Jeff likes to spend time with his family, go to baseball games, and take the dog for nice long walks.
Office located at:
109 Oakridge Ct
Watertown, WI 53094