Since joining the firm in 1980, Jeff has specialized in providing financial alternatives to help people achieve financial success. Jeff's goal is to help his clients make the best possible decisions about the allocations of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of competitive financial products and services. Jeff works with business owners, professionals, and executives, advising them on retirement, estate, and investment strategies.

Qualifications

• CERTIFIED FINANCIAL PLANNER^TM (CFP^®) practitioner, College of Financial Planning, Denver, CO
• Member, International Association of Financial Planners
• Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
• Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
• B.A. Degree, Finance and Economics, Augsburg College, Minneapolis, MN
• Series 7 Registered Representative
• Member, National Association of Insurance and Financial Advisors (NAIFA)
• Qualifying and Life Member, Million Dollar Round Table,
  The Premier Association of Financial Professionals^®.
• Recipient of Health Insurance Quality Award
• Senior Partner, Fortune Financial, LLC

Personal

• Resides in Bloomington, MN with wife, Jacqui, and three daughters
• Fortune Financial was featured in the Mpls. St. Paul Business Journal's "Best Places to Work"
• Founding Partner, Waterford Partners, Steamboat Springs, CO (2004-present)
• 2009 Five Star Best in Client Satisfaction Wealth Manager^SM Award, Mpls. St. Paul Magazine and Twin Cities Business Journal
• Enjoys golf, skiing and hockey

CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Fortune Financial, LLC
10261 Yellow Circle Drive
Minnetonka, MN 55343

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Fortune Financial offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and Fortune Financial. Fortune Financial is not affiliated with Securian Financial Services, Inc. Fortune Financial is independently owned and operated.