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.