I'm a lifelong chess player, and I approach financial planning the way I approach a game of chess. I'm constantly looking at the entire board - looking at all the opportunities and all the threats I can identify - and trying to anticipate several moves ahead in order to give my clients the best possible guidance.
Jeff uses interactive planning to help his clients recognize their financial potential and achieve their financial goals. Many of Jeff's clients are business owners. He works with Eide Bailly CPAs to provide clients with tax-advantaged strategies, and then he helps clients implement those strategies through sound investment management.
Jeff believes in hard work, dedication and doing things right the first time. He takes an active interest in his clients and wants to understand how their local business fits into the greater economy. Jeff loves learning about his clients' families, their hobbies and their other interests. Why? Because a successful strategy is one that fits into his clients' lives - one that makes sense, respects their lifestyle and is realistic.
Jeff is an amateur meteorologist and an avid storm chaser. He loves the thrill of the chase and he loves shooting video and photos of tornadoes to share with his family and friends. Mostly, he loves educating people about how to minimize their risk from severe weather. He's also an avid fan of the Oklahoma Sooners, and he considers college football season to be his favorite of the four seasons, with tornado season being a close second.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC and Eide Bailly Agency, LLC which operate under Eide Bailly LLP. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Insurance products are offered or issued via Eide Bailly Agency, LLC. Not all products and services are available in all states. Eide Bailly Financial Advisors can also be licensed as insurance agents/producers of Eide Bailly Agency.
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