Client Advisor and Branch Manager
Jeff joined Mercer Advisors in 2018 and brings with him more than 30 years of comprehensive wealth management experience. He entered the financial services industry in 1984 as an independent financial manager. In 1989, he established the fee-only wealth management firm, Lokken Financial, Inc., which merged to form Lokken, Chesnut, & Cape, Inc. in 1993. Jeff served as CEO of the firm until July 2001 when he merged with FIM Group and assumed the roles of Senior Financial Advisor. Jeff received his B.S. in Social Science from the University of Wisconsin-La Crosse in 1977 and his M.S. from Winona State University in 1982. In 2006, he completed an M.S. in Financial Planning from the College for Financial Planning. Jeff holds CFP and ChFC designations, in addition to a FINRA Series 65 license. Outside the office, Jeff spends much of his time with his wife, Patti, and their five grandchildren. He serves as a board member for the Franciscan Spirituality Center of La Crosse and plays rhythm guitar in a 60’s cover band, the Executives.