Jeff is a Partner with Collective Financial Group and President of Advanced Financial Consultants whose main office is in Rochester, MN. Jeff has been in the financial services business since 1986. Jeff has attained both his CLU and ChFC designations as well as completed several industry and company sponsored, comprehensive estate and financial planning schools. In addition to continued education, Jeff believes strongly in being involved in the local, state, and national financial industry. Jeff is a past President of Rochester NAIFA (National Association of Insurance and Financial Advisors) and the past President of the Rochester Estate Planning Council. Jeff also served on the state NAIFA Board of Minnesota. Jeff has received the Community Service Award from Transamerica Financial Advisors and Life Investor Fortunaire Foundation. Currently Jeff serves on the Fortunaire Foundation Board and has sat on the higher education scholarship committee. An MDRT (Million Dollar Round Table) member since 1995, Jeff has qualified for Court of the Table Honors 4 times and in 2007 was a Top of the Table Member. "MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business" as less than 1% of Financial Advisors reach this level within the financial community. A focus on professional knowledge, client service, community and industry involvement, and the highest standards of ethics are the cornerstones of building a successful wealth management practice. Defining a clear vision, outlining a definite destination, and planning for an enjoyable life are Jeff's goals with each client.
Jeff oversees the CFG Securities Support Division and is the primary contact for Royal Alliance Management relationship.
Jeff enjoys supporting his local Catholic High School sports teams and is co-chair of the Eagle Booster Club. When not at games he enjoys chasing pheasants with his labs and spending time at Lake Vermilion. He and his wife Marnie are graduates of Luther College and are active in supporting Luther and higher education as well as supporting the Rochester Catholic School system. Jeff and Marnie reside in Rochester, MN and have 4 children.