Get a deeper understanding
We can't wait to hear from you
Reach out to your team for guidance and support. We'll help you find solutions that fit your clients' needs.
Find your wholesaler
Please identify your broker/dealer
Are You a credit Union Advisor?
Enter ZIP Code to find your designated team.
Zip code not found. To get in touch with a wholesaler, call the number below.
Jeff has been with TruStage 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 very active playing 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 advisors, 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®)
- Holds Series 7 and 66 Registrations
Jesse joined TruStage in 2016 and has over 10 years of sales experience. Jesse attended the University of Minnesota where he studied Music and Communications.
Jesse lives in Waterloo, IA with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music in his free time.
With a strong background in sales, Jesse is motivated and determined to build strong lasting relationships with advisors by maintaining reliability and a positive attitude.
- Behavioral Financial Advice™ (BFA™)
- Holds Series 6 and 63 Registrations
Start here
Code of conduct
State training
