May 27, 2022Category: Uncategorized
Jeff joined Greater Midwest Financial Group in 2019 and works as a Case Manager for GMFG’s client base. In his role, he assists the advisors with the preparation of financial portfolios for client meetings, processes service requests and ensures clients’ needs are taken care of. He also works closely with our senior relationship managers to ensure that all clients are on track toward meeting their financial goals.
Jeff graduated from the University of Wisconsin – River Falls where he earned a Bachelor of Science degree in economics and business management. Outside of work, Jeff enjoys traveling, cooking, golfing and playing basketball, along with spending time with his family and friends.< Back to Team