- Jefferson Branch
- 108 N Vine St
- Jefferson, IA 50129
- (515) 386-2148 - Office
- (515) 386-3877 - Fax
Managing Partner
Phone: (515) 225-1712
Mobile: (515) 971-9443
Email:jeff@thefortress.net
Bio:
The finest compliment I can ever receive is a referral from my friends and customers.” With more than 25 years experience in the financial services industry, Jeff brings the client experience to a new level. His expertise and experience enables him to analyze each customer’s circumstances and recommend the most streamlined and efficient path to satisfying their financial needs. He has an undergraduate degree in Finance from Iowa State and master’s degree in business from the University of Iowa. Jeff wants to help your family and business protect their assets through a conservative and thoughtful approach.