First Vice President, Investments
Jef’s main priority is to provide investment and financial planning services tailored to the unique wants and needs of those he serves. With more than 30 years of experience in the financial services industry, he is determined to deliver the kind of guidance that his clients not only want, but deserve.
Jef received his bachelor’s degree in economics from Carroll College and went on to work for 15 years as a futures trader on the Chicago Mercantile Exchange. Jef left the floor of the Merc to become a Financial Advisor. He began at PaineWebber then moved on to Wells Fargo Advisors. In order to serve his clients and expand his knowledge, Jef became a CERTIFIED FINANCIAL PLANNER™ practitioner and earned the CIMA® designation*. He holds a series 3, 7, 63, 65 securities license and an insurance license. In 2005, Jef became a Certified Financial Planning educator at DePaul University in Chicago. Teaching the CFP® has proved to deepen his detailed knowledge in insurance, investments, retirement planning and estate planning. He also holds the Investment Management Consultant designation from Raymond James.**
Jef splits his time between Illinois and Wisconsin. He is the father of four children: Alex, Eliott, Molly, and Emma and one grandchild Akston.
*Investment Management Consultants Association ® (IMCA ®) is the owner of the certification marks “CPWA ®”, “Certified Private Wealth Advisor ®”, “CIMA®,” and “Certified Investment Management Analyst®.” Use of CPWA®, Certified Private Wealth Advisor ®, CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
**The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.