Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jeff is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jeff believes in a collaborative approach to wealth planning. This approach helps provide understanding, purpose and confidence to decision-making, designed to result in enhanced performance and financial success.
Partnering with a team of specialists, Jeff works closely with affluent clients and business owners in the accumulation, preservation and transference of wealth. He offers strategies and services for pre- and post-retirement, portfolio management, tax minimization, stock option analysis, estate planning services, survivorship protection, education planning and cash management.
Jeff’s goal is to provide clarity, discipline and control to the process of wealth planning and investing. He works closely with clients to track progress and make necessary adjustments to remain on track throughout their ever-changing lives. As a result, he hopes that clients feel better organized, prepared and in-control of their wealth.
Jeff has been with Merrill since 2000, preceded by an 11-year career in leading the planning and implementation of strategic marketing campaigns. He is a graduate of the University of Minnesota, College of Liberal Arts. He also holds the Chartered Retirement Planning Counselor designation.
He and his wife live in Minneapolis, with their two sons.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Minnesota
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.