Why You Are In This Profession

I love what I do and that’s helping people, families and companies achieve and enjoy financial prosperity. This profession is intellectually stimulating, as we get to help great people. The idea of making the complex simple, digestible, and actionable, is what our clients ask for, and what we’re uniquely equipped to deliver. We’ve helped successful people take a coordinated approach, where fragmented planning existed, that allows them to gain clarity to take real action. Whether it’s tied to their legacy, a successful retirement, business sale, or taking care of their family.

Personal Information

I’m married to my wife Devan of 12 years and we have 5 amazing kids: Ayla, Maddox, Aidyn, Rowan, and Sage. Devan is the heartbeat of our family and has held the home front down for years. She’s now transitioning to her passion of becoming a realtor! Needless to say, our kid’s hobbies and activities become our hobbies and activities. I enjoy getting back to my hometown area, around Duluth, MN. My favorite activities are deep sea fishing, ATV-ing, camping, hiking and board sports. We really enjoy the black hills in SD and Orange Beach, Alabama.

What Do You Enjoy Most About Working With Your Clients

Overall, the impact we have in people’s lives through:

• Serving great people, families, and companies.
• Hearing their goals, aspirations, and values.
• Educating them around strategies and ideas that help maximize their future.
• Leading and guiding them on good decisions and choices to achieve their amazing future.

We share a lot of stories, laughs, and experiences. Together, we create an environment that is fun and energetic. I hear consistently that clients look forward to visiting with our team and I enjoy time with them too! When our clients engage with us, it feels like they become family.

Why You Are In This Profession

At first, I didn’t know it. But more than 10 years in, I believe I was called to this profession. Very few people know this, but due to my struggles of learning to read, my parents found out early on that I am dyslexic. That early challenge helped me develop two unique abilities, which very few people have. I can remember just about everything I hear, that and grit (learning to read was tough). My early challenges have turned into a powerful strength within the complex work we do. I love drawing from the deep memory I have, to bring strategies to the table for our clients, seemingly making the complex simple.

Personal Information

My wife Rachel and I have been married since 2007. We have two daughters, Adalie and Eliza, and our Wheaton terrier, Buddy. As a family we have been blessed to spend time traveling and going on adventures. I enjoy a few to many things when I’m not with the family, like tinkering on projects, woodworking, mountain biking, and wake surfing.

What Do You Enjoy Most About Working With Your Clients

There is an African proverb that states, “if you want to go fast go alone, if you want to go far go together.” I love leveraging our team’s unique talents in partnering with our clients to go far! The look of stress falling off our clients’ shoulder when they know they don’t have to do it alone, and have a trusted team assist them, is what I live for!

Why Are You In This Profession?

I come from a Midwest value based family where we always put others first. Ever since I can remember, I have always wanted to help people achieve their passions from starting a family to retiring confidently. I found that I love to partner with individuals and families when it comes to making important financial decisions. Navigating this complex and challenging financial landscape can be a burden and I find joy when I can help a family successfully do it.

Personal Information

My wife Cassidy and I have been married for 11 years and share four beautiful children together; our son, Brogan, and daughters, Sophie, Scarlett and Saylor. Our days are filled with the activities that our kids enjoy and we try to find time to boat on the St. Croix during the summer. We enjoy skiing in the winter months and being outdoors as much as possible. Traveling is a passion of ours so I love to hear recommendations from clients where to go with a family of six!

What You Like About Working With Your Clients

A true partnership starts with trust and building trust takes time. When we partner with our clients, we promise to earn your trust and business through several areas of financial planning.

• Helping individuals realize their vision when it comes to:
• Creating a disciplined process for income
• Managing risk on a consistent basis
• Preparing for the unexpected
• Fulfilling a lasting legacy

We truly enjoy the friendships we build over time with our clients. Our meetings are fun, proactive in nature and energetic!

Why You Are In This Profession/Passionate About It

What I love about being a financial professional, is that finances touch almost every part of our lives, which allows my work to have a real impact. When I can help clients align their money with their values, it’s rewarding. I also enjoy solving complex problems that force me to be constantly learning and growing.

Personal Information

I’ve been married to my wife, Lynette, for 12 years and we have 4 daughters (Sophia, Ariana, Evelyn, and Isabel). I enjoy spending most of my time outside of work with my girls. My favorite hobbies and activities are hiking, camping, running, and doing anything outdoors (solo trips to the boundary waters top the list). I’m also an avid (and tortured) Minnesota sports fan.

What Do You Enjoy Most About Working With Our Clients

I enjoy the relationships developed while working with our clients over the years and seeing the progress and results that have been made over time. Trust isn’t instant and we take the approach that we will plan with our clients for decades to come.

Why You Are In this Profession

I am passionate about helping others, building relationships within our company, and with our clients. My role allows me to partner in helping our clients achieve real results in getting items off their to do lists!

Personal Information

I grew up in Prior Lake Minnesota with my parents, brother and our crazy Beagle named Dani. I love playing basketball, soccer and doing any activity that includes being out on a lake. In my free time, you can find me hiking, rollerblading and learning how to play Pickleball.

What Do You Enjoy Most About Working With Your Clients

I have heard our clients say that I have a talent for educating them, giving them clarity on what their options are, and assisting in the execution of getting projects completed. Seeing the stress fall off their shoulder, brings me so much professional satisfaction.

Why You Are In This Profession/Passionate About It?

At my core, I am a doer. I like to be the person to take something off someone else’s plate so they can focus on what is important to them.

Personal Information

I was raised in Burnsville with 2 sisters. I currently live in NE Minneapolis with my fiance and 2 cats. In my free time, I enjoy biking, hiking, cooking, going to breweries and trying new restaurants/good food. When possible, I love to travel and getting out of the cities to our cabin up north.

What Do You Enjoy Most About Working With Our Clients

At heart, I like things to be done the right way every time. I like being the trusted “concierge” for clients, so they can have peace of mind that they are in good hands. Some people might say I’m a perfectionist with very high standards…. They’re right!

Why You Are In This Profession

The simple answer is because of the impact that thoughtful planning has in an individual’s life. I have found when partnered with the correct team, the results can be transformative.

Personal Information

Our family is what I enjoy most. As a family we value time spent together and giving our family rich experiences through travel. Our family dog, Buddy, goes with us just about everywhere we go. When I have a free moment, I also enjoy energy work, staying active, and great food.

What Do You Enjoy Most About Working With Our Clients

My role is more behind the scenes. With my background in law (graduated from William Mitchell law school in 2011), I enjoy providing clarity on the technical aspects of our clients’ plans.

Why You Are In This Profession

I get joy and satisfaction from being organized and helping others. As an executive assistant, I have the opportunity to help clients and coworkers make their visions come to life- in an approachable way.

Personal Information

When I’m not working, I love spending time with my family and friends: exploring, learning, and laughing. Family time is valuable to me: my husband and two kids, (6 year old son and 5 year old daughter) and I love being outside, trying new restaurants, and running around fun parks; our dog Minny- named after Minneapolis, loves to join in the fun, too.

What Do You Enjoy Most About Working With Your Clients

Building relationships where people see their full potential is so exciting. Helping people take that first step- or their tenth step!- brings a smile to my face- and if I can make it easier for them, sign me up.

Jeff, a Wayzata native and Wayzata High School alum earned his degree in Speech Communication at The University of Minnesota while also becoming a letter winner for the Gopher Football Team.

Married to Kristy for 12 years, Jeff admires her exceptional organizational skills. They have two wonderful children 11-year-old volleyball enthusiast Isla is known for her compassion, and 9-year-old football fanatic Arlo has been dialing in his comedic timing since he could speak. Jeff coaches three sports and is a board member of one as well. Being able to serve and teach young players is a passion of Jeff’s.

With 21 years in the financial industry, Jeff’s journey began in mortgages and personal banking, progressing through management and commercial banking to his current role as a financial advisor. He believes that attentive listening is the cornerstone of effective financial advising.

Jeff’s vision for his role with Waveform is to leverage his expertise in financial planning and relationship cultivation to expand his practice by engaging with exceptional individuals.