Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.
Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.
Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/
Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Tim Tacl Co-Founder / Sr. Loan Officer at DNVR Lending - November 30, 2023
- Episode #53 – Charitable Giving – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - November 29, 2023
- Kim Magdalein w/Magdalein Financial-How Social Security Planners of America Helps Advisors Reimagine Social Security for their Clients - November 28, 2023