INSPIRED RETIREMENT PLANNING - Key Persons
Jeff joined our team April 1, 2022. He brings decades of practical experience to our team in finance, accounting, insurance, and legal matters. December of 1986, he received his Finance degree from University of Wisconsin-Whitewater. Jeff embarked on his real-world education, post-graduation, when he became a loan officer at his hometown bank in January of 1987.
Jeff married his Bride, Amy, in 1988. They moved from Spring Green, WI to Plainview in November of 1992 with Jeff working as a loan officer with a local bank for more than 25 years. Over the decades he has served his Church in multiple capacities, primarily as being in the Treasurer rotation and teaching.
Jeff and Amy have three adult children, gained two more thru marriage, three grandsons, and two grand dogs.
Job Titles:
- Registered Sales Assistant
Job Titles:
- Registered Sales Assistant
Patrick Heaser is a Plainview-Elgin-Millville High School graduate and received an Associate's degree in Liberal Arts from Rochester Community Technical College. In 2013 he graduated from Minnesota School of Business with high honors and attained two Bachelor's degrees in Business Administration and Business Management. Pat is in our Plainview office and sets up appointments, handles insurance quotes, assisting clients with 401k issues and other duties as assigned! .Patrick is very involved with his family's farm and enjoys hunting, fishing and going to football games throughout the fall. He resides in Plainview with his wife and three little girls and is a Sales Assistant in our Plainview office.