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Jeff joined the organization in 2017, after eight years as a Regional Director with Protective Life. He has a bachelor’s degree in finance from The Ohio State University in Columbus, Ohio, and received a Certified Retirement Counselor (CRC®) designation from Texas Tech University. Jeff has been included on LIMRA’s list of “25 Rising Stars of Retirement Under 40.”
Jeff likes to spend time with his wife and daughter. He prefers to be outdoors, either playing sports or watching them.
When he works with financial professionals, Jeff helps them bring the value of risk control to their clients. He strives to understand financial professionals’ needs and provide strategies to help them grow their businesses.
- Behavioral Finance Advice™ (BFA™)
- National Social Security Advisor℠ (NSSA®)
- Certified Retirement Counselor (CRC®)
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
Tyson Hein joined the organization in 2021 with experience working in customer service with Prudential Insurance, in banking as a branch manager with Associated Bank, and in telecommunications as a business director with AT&T. More recently, he spent two years working as a financial advisor with Edward Jones.
Tyson is a fan of all Wisconsin sports teams including the Badgers, Packers, and Bucks, as well as the Lakers. He is a proud father of two kids and the happy husband to his middle school sweetheart. When he isn’t working, Tyson spends time finding things to keep his kids entertained and laughing. He enjoys camping and hiking, when Wisconsin weather allows it.
Tyson brings his knowledge and expertise from banking and working as a financial advisor to help financial professionals grow their business and serve their clients. Working with financial professionals to navigate the intersect between products and services and their needs. His strengths include virtual presentation and communication and thinking outside the box to find solutions.
- Securities Registered with FINRA®
- Behavioral Finance Advice™ (BFA™)
- Holds Series 7 and 66 Registrations
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