Jeff holds a business management degree from Minnesota School of Business and is Life and Health Insurance licensed in Minnesota and Illinois. He has been a Retirement Planning Strategist for many years and has over 30 years combined experience as a business account executive and personal procurement specialist.
Jeff is a true “people person” who knows the importance of being an excellent listener. He enjoys helping his clients understand their options when it comes to preserving their retirement savings while creating an income stream for the future by developing a solid financial plan. Jeff takes a holistic approach to retirement by educating on the effects of unexpected market losses, excess taxation, and assessing financial fees. He addresses the important retirement subjects that need to be considered:
*Maximizing Social Security and Taxation of Benefits
*Estate and Tax Planning
*Retirement Asset Preservation
*Wealth Accumulation and Distribution
*Tax Deferred Growth Opportunities
*Retirement Income Strategies
*Legacy and Charitable Giving
*Insurance and Long-Term Care
Jeff has lived in the south metro area all of his life. He spent his childhood days in the “country” of Apple Valley, Burnsville, and Lakeville dirt biking, fishing, horseback riding, and swimming in Crystal Lake. He is married to his best friend Dianne and is a father of six while also being an emergency foster care parent. Jeff enjoyed his time as a youth leader at Bethany Church in Bloomington, being an adult leader for Boy Scout Troop 333 in Prior Lake, and a mentor to two young men through the Kids ‘n Kinship mentoring program of Dakota County. He is also passionate about inviting sponsors and volunteers to become involved with a school and ministry that offers hope and a future to underprivileged children in a remote area of Haiti.
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