Jeff’s journey in financial services began after graduating from UW-Stevens Point in 1975. Joining MetLife in 1985, he swiftly earned his CLU designation in 1985 and his ChFC designation in 1986. While navigating the twists and turns of MetLife’s merger with Mass Mutual (Massachusetts Mutual Life Insurance Company), Jeff steadily continued his financial advisory practice before joining the team at Triumph Wealth Management in 2024. With nearly 50 years of experience, Jeff remains dedicated to assisting clients in wealth creation and preservation, with a focus on retirement planning. He also extends his expertise to business owners, helping them navigate the complexities of business succession and exit strategies.
Outside of work, Jeff treasures time with his children, grandchildren, and friends, while also enjoying peaceful escapes to his cabin in the Northwoods of Wisconsin whenever possible.
