Jeff brings more than 20 years of experience in the financial services industry and has dedicated himself to understanding the needs and priorities of individuals and families. He focuses on providing clients with comprehensive financial advice and investment strategies designed to grow and preserve wealth. Jeff started his career as an equities trader for a small firm in New York. He spent 15 years developing and implementing trading strategies to accommodate market conditions and navigate risk during volatile markets. More recently, Jeff was a financial advisor with Merrill Lynch, providing personalized attention and disciplined wealth-management strategies to individuals, families and corporate retirement plans. He joined Wealth Enhancement Group in 2021 through the Cardan Capital Partners acquisition. Jeff and his family enjoy camping, hiking and skiing — and he enjoys talking physical fitness as much as financial fitness. Jeff has competed in several marathons, triathlons and ultra-marathons and counts finishing the Coeur D’alene Ironman Triathlon and the 2011 Leadville 100 Trail Race among his favorite athletic achievements.