I have spent my whole career working for companies committed to preserving life or improve the quality of life for others. In my current role I find it extremely rewarding assisting others with planning for retirement and for the what ifs, so that they have piece-of-mind knowing their loved ones won’t have to struggle with finances.
My clients come first, always. Our firm:
• Has been protecting client’s families since 2015
• Licensed in 47 states.
• Helped over 6,000 clients.
• Handled over 100 death claims.
• Not exclusive to one carrier/company.
Learn how insurance can protect you and your loved ones by speaking with me, and together, we can customize the right program for you.
I grew up in Traverse City, Michigan and the oldest of 5 children. My parents were both health care professionals. My father was an MD and my other was an RN. Growing up that made for some interesting conversations at the dinner table.
My first job out of college took me to St. Paul, MN. It was there that my wife and I at the time had our first born. Later, I was transferred to Chicago and there we had our second and last child. They are both young adults now. My daughter lives with her husband in San Diego, has her health & life insurance license in the state of California and is on our team. My son still resides in the Seattle area as do I. I’ve called the Northwest home for the past 20 years.
In my spare time my life partner and I enjoy Argentine Tango dancing and traveling. We also enjoy physical fitness, motorcycling, hiking, camping when we can find time. She is a full-time occupational therapist, so our careers keep us very busy.
These four types are recommended by most financial experts:
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Jeffrey cares about his clients. He answered every single one of my questions and made sure that I didn’t have any doubts. He kept me updated by email and phone and was always there when I needed something.
Diane G. Gleason
I found Jeffrey to be very knowledgeable and very easy to work with. He kept me informed at every step of the process and made sure that I knew what I was purchasing. I felt certain in my choices.
Jeffrey was both friendly and informed. He made recommendations based on my situation, but I never felt pressured to buy. He thought of me as a person and not as a dollar bill.
I thought I knew about insurance until I spoke with Jeffrey. He stayed on the phone with me for over an hour to make sure that I knew what I was getting into. I cannot recommend him enough.
Jeffrey shops over 100 different
companies for your best offer.
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