Client Advisor and Branch Manager
Jeff has served as a wealth manager since 1984. In 1989, Jeff established Lokken Financial, a fee-only wealth management firm, which merged to form Lokken, Chesnut, & Cape in 1993. Jeff served as CEO of the firm until 2001 when he merged with FIM Group. As Client Advisor and Branch Manager for Mercer Advisors, Jeff leverages his expertise in financial, tax, and business planning to oversee the design and implementation of investment strategies for clients of the La Crosse office. Jeff received his B.S. from the University of Wisconsin-La Crosse, an M.S. from Winona State University, and an M.S. from the College for Financial Planning. Jeff holds CFP® and ChFC® designations, in addition to his FINRA Series 65 license. Outside of 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 the Executives, a 60’s cover band.