Jeff has been in the financial services industry since 1998 and his experience includes a previous stint with Piper Jaffrey and then UBS, Wells Fargo Advisors and he has just recently rejoined the UBS team.  Jeff believes in building strong personal, as well as professional relationships with his clients.  It is apparent that his clients trust and respect him, because he has built many long-term relationships. His goal is to help his clients achieve their own individual definition of financial success.  

Jeff lives in St. Joseph, Minnesota with his family and when he is not working, he enjoys his time with his three teenage children, getting involved in their activities and relaxing weekends at the family cabin near NIsswa.  Jeff is a CERTIFIED FINANCIAL PLANNER ™ (CFP®) and has earned his Series 6, 7, 63, and 65 securities licenses, as well as his Minnesota insurance license.

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