President & Financial Advisor
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 tax-sensitive retirement income planning strategies and portfolio management. Jeff acts as a Fiduciary for his clients and has completed his Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant® (ChFC®) designations. Today, much of Jeff’s focus is dedicated to developing the WDS team, enhancing the client experience, and guiding the continued growth and vision of the firm.
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 from 2007 through 2011.
In February 2012, Jeff joined Al Winsand at WDS in Verona as a part of Al’s succession plan. In 2014, Jeff took on a leadership role at WDS and he currently serves as President and sole owner of WDS and an Investment Advisor Representative with Harbour Investments. Jeff has been recognized with the Blue Diamond Award, given to the top 1% of Advisors at Harbour Investments, each year since joining Harbour Investments in 2017. He serves on Harbour’s Advisory Board which helps shape the way that the broker-dealer operates. In 2021 Jeff was selected as one of In Business magazine’s “40 Under 40”, a top honor for professionals under the age of 40 in the Madison area. Click here to view feature.
Jeff and his family reside outside of New Glarus near his hometown of Monticello. He and his wife Elizabeth have two daughters, Alivia and Brynna, and two sons, Emmett and Elliott. They have two Vizslas: Jazzy and Penny. Outside of work, Jeff enjoys spending time with family and friends, golfing, camping, hiking, biking, kayaking, exploring National Parks, playing board games, coaching his sons’ basketball teams, and attending March Madness with his brothers. Two of Jeff’s younger brothers(Jacob Marty and Lucas Marty) as well as his wife (Elizabeth Lamb) are also part of the WDS team, making the firm a true family-oriented business.
