Wealth Advisor
Office: 712-336-1036
Cell: 712-330-9626
1008 18th Street
Spirit Lake, IA 51360
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Jeff was born and raised in Denison Iowa, graduating from Denison Community High School in 1978. He owned and operated a successful family restaurant for 14 years before becoming a partner at Edward Jones where he served individuals, families, and foundations. Jeff joined Northwest Wealth Management as a Wealth Advisor in December 2013 bringing 14 years of experience in the financial services industry.
He is married to Margaret and they have 3 children, Greg and his wife Amanda, Mike, and Kristin.
Jeff is dedicated to helping clients meet their financial goals. He specializes in investment analysis, retirement planning, 401k plans, 401k rollovers, asset management, tax strategies, estate planning, and life insurance.
It is our mission is to help families and business owners with clear and unbiased advice.
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