A lifelong resident of Minnesota and originally from Mounds View, Jeff has worked in the financial industry since 1999. Keeping your specific situation in mind, he is able to expertly administer your fiduciary and investment accounts and create or review your retirement and estate plans. “My number one goal is always to help our clients. I ask questions and listen regarding their short- and long-term financial goals, formulate a plan for them to accomplish those goals and make adjustments as their life events happen.” His father spent more than 30 years working in the financial industry, including serving as a wealth advisor and fiduciary officer. Jeff is proud to also be part of this meaningful profession. With more than two decades of experience himself, Jeff can give you guidance and a strategic plan that ensures your dreams for the future are attainable. He earned a bachelor’s degree in history from the University of Minnesota.