Jeff is a Senior Financial Advisor with nineteen years of experience currently serving the Sheboygan area. Jeff helps clients see beyond their immediate financial situation and create a holistic plan for managing their moneyânot just today, but throughout their retirement.
Prior to joining the BMO Investment Services team, Jeff worked for American Express Financial Advisors, then Associated Investment Services. He earned his Bachelor of Science in business administration from Trinity Christian College. Jeff holds various securities licenses, including series 7, 63, and 65, held through LPL Financial along with his life and health insurance licenses.
Jeff is active in the Sheboygan community as the past president of the Oostburg Christian School.