Jeff joined our firm in July 2016 as a Compliance Specialist. Prior to joining our firm, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision). Having a strong risk background in the financial services industry provides Jeff with a solid foundation to lean and build upon as he supports both our firm and Carson Group Partners in his role.
Jeff grew up and currently resides in Omaha, NE and graduated from the University of Nebraska-Lincoln with a Bachelor of Science in Business Administration. He enjoys traveling, including taking cruises during the harsh winter months, having been to numerous islands located in the Caribbean. He also frequently visits Chicago during the summer to watch his Chicago Cubs at Wrigley Field. Jeff is aware the Cubs have not won the World Series in over a century but is cautiously optimistic, perhaps naively; it’s going to happen, and sooner rather than later.
In his spare time he enjoys hanging out with family (even his identical twin brother) and friends, attending sporting events/concerts, going to the gym and keeping up to date on current happenings in the world.