Jeff has been in the financial services industry since 2009 and rejoined Merrill Lynch Wealth Management in 2022. Growing up on a farm in Iowa provided a setting to understand the discipline of operational consistency and long term planning, regardless of any short term uncertainties. That perspective has helped shape Jeff's commitment in being patient and focused when helping families plan for and make financial decisions. On the investment management side it has led toward value investing and cash flow accumulation strategies. To further complement income and cash flow planning he completed the Retirement Income Certified Professional® certification accreditation in 2018.
Jeffery is a graduate of the Ivy College of Business at Iowa State University. He is married to his wife Krystle and together they have three children, Nora, Henry, and Vivienne.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
