Client Advisor & Branch Manager
Jeff has served as a wealth manager since 1984. In 1989, Jeff established a fee-only wealth management firm, which merged to form Lokken, Chesnut, & Cape in 1993. Jeff served as CEO of the firm until he joined FIM Group and then Mercer Advisors. As Client Advisor, Jeff leverages his expertise in financial, tax, and business planning to oversee the design and implementation of investment strategies for clients. Jeff received his B.S. from the University of Wisconsin-La Crosse, an M.S. from Winona State, and an M.S. from the College for Financial Planning. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and holds the ChFC certification, in addition to a Series 65 License. Outside of the office, Jeff spends much of his time with his wife, Patti, and their five grandchildren.