Jeff Nelson, CLU, ChFC

Jeff is the founder of the firm and has worked as a financial services professional since 1983.  His practice centers on investment and benefit plan consulting for families and small businesses.

Jeff attended the University of Minnesota where he received a Bachelor of Arts degree.  He completed the American College professional education programs and earned the Chartered Financial Consultant designation in 1989 and the Chartered Life Underwriter designation in 1992,

When he is not working, Jeff enjoys spending time with his wife, Cari and their children and grandchildren.

Investment Advisor Representative

AZ License #928492   MN License #637140

WI License #2441841