Jeff, Senior Vice President of 360 Financial, brings 22 years of financial planning experience to his clients, including experience from Wells Fargo Investments, Morgan Stanley, and Paine Webber. He specializes in full balance sheet financial planning, retirement planning, 401(k) Plans, and IRA rollovers.
Jeff has conducted retirement planning seminars, branch banker training, and has been involved in mentoring. He holds the series 7 and 63 security registrations with LPL Financial, and a Minnesota insurance license. Jeff was named a Five Star Wealth Manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 20201.
Jeff participates in various community, business, and volunteer activities, such as his local Chamber of Commerce, Habitat for Humanity, and The United Way. He has two adult children and lives in Lakeville with his Jack Russell Terrier, Tank. He enjoys many activities including golf, sailing, and biking.
1 Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2018 Five Star Wealth Managers.
You can schedule a 15-minute introductory call to ask questions and find out how we can help you.