Jeff is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jeff believes in a collaborative approach to wealth planning. This approach helps provide understanding, purpose and confidence to decision-making, designed to result in enhanced performance and financial success.
Partnering with a team of specialists, Jeff works closely with affluent clients and business owners in the accumulation, preservation and transference of wealth. He offers strategies and services for pre- and post-retirement, portfolio management, tax minimization, stock option analysis, estate planning services, survivorship protection, education planning and cash management.
Jeff’s goal is to provide clarity, discipline and control to the process of wealth planning and investing. He works closely with clients to track progress and make necessary adjustments to remain on track throughout their ever-changing lives. As a result, he hopes that clients feel better organized, prepared and in-control of their wealth.
Jeff has been with Merrill since 2000, preceded by an 11-year career in leading the planning and implementation of strategic marketing campaigns. He is a graduate of the University of Minnesota, College of Liberal Arts. He also holds the Chartered Retirement Planning CounselorTM designation.
He and his wife live in Minneapolis, with their two sons.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
