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Jeff has been with the organization since 2017 and has worked in finance for the last 10 years including banking, advising and wholesaling. He has a bachelor’s degree in sports management and business administration from Washington State University.
Outside of work, Jeff is an active member on several sports teams, including golf, softball, tennis and basketball. He has been a season ticket holder for the Seattle Seahawks for 12 years and enjoys working with youth and coaching any chance he gets.
When partnering with financial professionals, Jeff never wants to sell anyone something that they don’t need. His approach is to ask a lot of questions, uncover potential problems and provide realistic and specific solutions.
- Behavioral Finance Advice™ (BFA™)
- National Social Security Advisor℠ (NSSA®)
- Securities Registered with FINRA®
- Holds Series 7 and 66 Registrations
Jesse joined the organization in 2016. He attended the University of Minnesota where he studied music and communications.
Jesse lives in Waterloo, Iowa with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music.
With a strong background in sales, Jesse is motivated and determined to build strong, lasting relationships with financial professionals by maintaining reliability and a positive attitude.
- Behavioral Financial Advice™ (BFA™)
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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