Jeff's approach to financial management differs from financial professionals who focus on products or those who have limited areas of experience. Jeff takes a holistic approach to financial well-being. As a team leader, his role is to serve as the “financial quarterback” and coordinator for all financial needs. His purpose is to bring financial order to the increasingly time-strapped lives of the clients he serves. Jeff earned a Bachelor's degree and holds Series 6,7,24,26,63 and Series 65 securities registrations. He also holds life and health insurance licenses, and serves clients across the nation.
Jeff works tirelessly to ensure that client’s investment needs are thoroughly addressed and reviewed. He is dedicated to his clients by always trying to find the quality products needed for their situation. Jeff enjoys working with families and business owners, tackling tough problems to find new and creative opportunities for improved chances of success.
He brings over 20 years of investment, operations and management experience to Jacobson Financial Group having worked with a national investment firm for five years and a large East Coast life insurance company in addition to several large global retailers.
Jeff is a graduate of the University of Wisconsin-Eau Claire with a degree in Business Administration and Economics. He also received an AA degree, from the Community College of the Air Force, while serving eight years in the military.
He lives in O’Fallon, Missouri with his wife; their three children and one grandchild. In his spare time he enjoys hiking, fishing, golfing, spending time with his family and volunteering around church and the community.