Jeff joined the State Bank of Cross Plains in 2019 after SBCP and Union Bank & Trust joined forces. Since 1981, Jeff has dedicated his career to providing trusted professional advice and support in the areas of Investment & Asset Allocation Planning, Insurance & Risk Management, Estate Planning, Retirement Plans, Employee Benefit Plans, Medicare and Long-Term Care Planning.
Whether you are an individual looking to secure a financially sound retirement or one working hard to support a family or a business you know that planning and accumulating assets in today’s environment is very difficult. Jeff’s mission is to assist his clients in achieving their personal and financial goals by establishing and following proven disciplined planning and investment strategies.
Jeff is committed to building successful long-term client relationships based on mutual trust, respect, effective communication, prompt courteous service and attention to detail.
He earned his designation of Chartered Life Underwriter from the American College in 2004. Jeff obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 and is a past board member of the General Agents and Managers Association of Madison.