Jeff has helped guide people into bettering their lives his entire adult life. A graduate of Northwestern College and Wisconsin Lutheran Seminary, he spent 11 years as a Minister of the Gospel with a Masters of Divinity degree. After serving 3 parishes moving from mission setting to large congregation, he took his passion for helping others into the financial services field in 2007 with the companies of OneAmerica. At OneAmerica he reached the level of Leaders Club in his second year in the industry.
Jeff is an Investment Advisor Representative (IAR) holding FINRA series 6, 63 and 65 securities registrations. His focus is on economics-based planning designed to help create maximum retirement income with the most guarantees, liquidity and legacy. With financial tools of Wealth-Building Cornerstones™ and Lifetime Economic Acceleration Process™ (LEAP), Jeff seeks to verify the financial decisions his clients make.
With his wife Becky, he founded True North Financial Partners in 2012. Jeff holds licenses for life insurance in WI, MI, MN, TN, and NM and is securities licensed for WI and MI. Your life is a journey through years of savings from work to years of supporting retirement to finally passing wealth on. It is easy to get disoriented or lost. You need more than a product to navigate the twists and turns of life. You need True North Financial Partners to guide you along the way with a process based on 30 years of economic reality.