Jeff has over 30 years of experience as a Financial Advisor. He is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals.

Throughout major shifts in the markets, his extensive experience enables him to help clients structure balanced portfolios to address their specific financial priorities.

Jeff began his career as a Financial Advisor with Merrill Lynch & Co. After 15 years there, he moved his practice to Wells Fargo Advisors Financial Network, LLC (WFAFN) in Middleton, Wisconsin. As owner of Integrity Wealth Advisors Ltd., he looks forward to extending his services to clients and their families for many years to come.

He holds the Series 7, 63, 65, 9 and 10 securities registrations, as well as Wisconsin Life and Health Insurance Licenses. He also earned the Chartered Retirement Planning Counselor^SM (CRPC^®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College of Financial Planning^®. Jeff earned a B.A. degree in Finance from State University of New York.

With a love of the outdoors, Jeff’s family activities include water skiing, snow skiing and camping. Although his children have left the nest, he still plays the role of concerned parent from afar. Jeff recently moved to Prairie du Sac, WI, where he enjoys living in a 100+ year old craftsman bungalow.

Originally from New York state, he enjoys time each summer visiting his family cottage on Cape Cod. He shares his life in a blended family with his wife Maria and their six children and several grandchildren.