FuturePlan
Jeff is responsible for leading sales for the northwest region, helping small businesses and their financial representatives solve their retirement plan administrative needs. He has worked in financial services for over 17 years. Prior to joining FuturePlan, he was a recordkeeper wholesaler for Lincoln Financial Group. Jeff has a Bachelor’s degree in Economics from Creighton University.
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FuturePlan
FuturePlan is a retirement TPA, combining high-touch local service with the strength and security of an industry leader.