Financial Education Consultant - Retirement Plan Services
Industry experience since 2008

Jeff has been with Union Bank since 2006 and currently serves as a Financial Education Consultant. He has over 10 years of financial industry experience. Jeff has a Bachelor of Science degree in Business Administration from Nebraska Wesleyan University and has earned the Certified Funds Specialist designation from the Institute of Business & Finance as well as the Chartered Mutual Fund Counselor (CMFC) designation from the College for Financial Planning. Jeff also earned his Accredited Portfolio Management Advisor (APMA) designation.