Focus: Insurance Strategies, Business Owners
Jeff is the team lead of the Day Wealth Management Group. He began his financial services career after graduating from UW-Stevens Point in 1975. He joined MetLife in 1985. He earned his CLU degree in 1985 and ChFC designation in 1986. He is a lifetime member of the Million Dollar Round Table. Jeff’s focus is centered on helping clients create and preserve wealth and retirement planning. He spends time with business owners helping them address the challenges of business succession and exit strategies. In his free time, he is with his wife of 40 years, their children, and grandchildren.
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9000 West Chester Street Suite 100
Milwaukee, WI 53214-1372