Jeff joined MassMutual Iowa in 2014 and has nearly a decade in the financial services industry. He graduated with his Bachelor of Science degree in Finance from Upper Iowa University and has obtained the CFP® (Certified Financial Planner ™), ChSNC® (Chartered Special Needs Consultant), CLU (Chartered Life Underwriter), LUTCF (Life Underwriting Training Council Fellow) and CLTC (Certified in Long Term Care) designations and also holds the FINRA Series 6, 7, 24, 63 & 66 registrations.
Jeff’s expertise includes Financial Planning and Investment Management as well as recruiting within the financial service industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. He attributes his success by staying true to the principles of prudent expansion, full service, and, above all, a strong agent field force.
Jeff and his wife, Laura, reside in Norwalk, IA, along with their four children; Dean, Grant, Brooke, and Jack. When not at work he enjoys spending time with his family, playing basketball, coaching his children in sports, weight lifting, reading, politics, and watching the Chicago Cubs and Iowa Hawkeye football and basketball. Jeff is active in the Norwalk Chamber of Commerce and the Rotary Club of West Des Moines.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care