Jeff Day, CLU®, ChFC®

With more than five decades of experience in financial services, Jeff brings a depth of knowledge and perspective to helping individuals, families, and business owners navigate important financial decisions. His work spans retirement and wealth planning, business succession and exit planning, and strategies designed to help clients protect what they’ve built and thoughtfully transfer wealth to future generations.

Jeff takes a comprehensive approach to advice, helping clients understand how the different pieces of their financial lives work together. For business owners in particular, he helps connect decisions surrounding their businesses with their personal financial goals, retirement plans, and the legacy they hope to leave behind. Throughout his career, Jeff has valued long-term relationships and helping clients simplify complex decisions so they can move forward with greater clarity and confidence.

Professional Designations and Associations

-Chartered Life Underwriter® (CLU®), 1985
-Chartered Financial Consultant® (ChFC®), 1986
-Graduate, University of Wisconsin–Stevens Point

Personal Life

Family is an important part of Jeff’s life. He has two children, Brooke and Ryan, and four grandsons, and enjoys spending time with them and their families. Jeff and his companion, Nina, also enjoy time together at his vacation home in Wisconsin’s Northwoods.