• Certified Funds Specialist designation
• Chartered Mutual Fund Counselor (CMFC)
• Accredited Portfolio Management Advisor (APMA)

Jeff has been with Union Bank since 2006. Jeff has a Bachelor of Science degree in Business Administration from Nebraska Wesleyan University and has earned the Certified Funds Specialist designation from the Institute of Business & Finance as well as the Chartered Mutual Fund Counselor designation from the College for Financial Planning.