Engineering your financial plan.

Our goal is to create a comprehensive life long strategy for your financial well being. In order to do so we must understand your goals, beliefs and values. We will work with you through the years to keep the plan up to date as you venture through the different phases of your life, or different cycles of your business. Our intention is to come along side you and be one of your trusted advisors.

Education

University of Illinois - Civil Engineering (Bachelor of Science)

Personal

Jeff has been a member of the construction and engineering community in St Louis and throughout the country for a number of years. He has a variety of professional affiliations in non for profit groups that have allowed him to give back to the community as well as continue to learn and flourish. His professional affiliations include:

  • FINRA Representative, Series 7 and Series 63
  • Licensed Professional Engineer, Missouri, Illinois and Arkansas
  • AREMA, American Railway Engineering and Maintenance of Way Association
  • ADSC, Association of Drilled Shaft Contractors
  • ASCE, American Society of Engineers
  • DFI, Deep Foundations Institute
  • Engineers Club of St Louis

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline