Through education and collaboration, Jeff has spent his career focusing on developing strategies for the changing needs of his clients and their financial goals. This includes retirement planning strategies, wealth distribution strategies, and portfolio management.
Jeff graduated from the University of Wisconsin-Platteville with a Bachelor of Science in Business Administration, with a double emphasis in Finance and Marketing/Sales and a minor in Accounting. He joined John Hancock Financial Network in February of 2004, where he received recognition as the Top Wisconsin Agency Representative in both 2007 and 2011, was in the top 50 John Hancock Representatives in 2011, and was a top 3 Wisconsin Representative every year 2007 through 2011.
In February 2012, Jeff joined Al Winsand at Wealth Distribution Strategies, LLC (WDS) in Verona as a part of Al’s business continuation plan. Jeff will take on the leadership role of WDS as Al transitions parts of his business. Jeff has completed his Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary® (AIF®) designations. He is a Registered Investment Advisor with Harbour Investments, Inc. and a Registered Representative with Harbour Investments, Inc.
Jeff enjoys spending time with his wife, Elizabeth, two daughters, Alivia (2009) and Brynna (2011), and two sons, Emmett (2013) and Elliott (2018). He has volunteered as a basketball coach for each of his three brothers’ teams and hopes to do the same with his own children’s teams in the future. Jeff also enjoys watching college basketball and is passionate about fantasy football.