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As a Certified Estate Planner, Jeff works side by side with our attorneys and any outside counsel to provide each client with professional and comprehensive solutions. As our face to the client, Jeff utilizes his 30 years of public speaking, corporate communications, and business management experience to make the estate project process seamless. Jeff conducts all GLF estate planning workshops and takes the lead role in client engagement. Clients appreciate Jeff’s ability to take complex legal topics and explain them in an easy-to-understand manner. No one helps families and individuals navigate the Bermuda Triangle of estate planning (legal, finance and tax) better than Jeff.
Beyond client engagement, Jeff is also responsible for new channel development and all marketing and promotional efforts related to our educational workshops. In addition to his CEP® certification, Jeff holds a Bachelor of Science in Communications from North Central University and a Minnesota Life, Accident and Health Insurance license.