We’ll keep you focused on where you want to go, and help you get there

Who is Prospera Investment Services?

We are a full service financial planning and investment advisory firm specializing in total asset management. Areas covered include, but are not limited to, the following:

  • Investment planning
  • Estate planning
  • Income planning
  • Retirement planning
  • Education planning
  • Insurance planning

 

Trusted Since 1993

We have been providing financial planning and advisory services to the Members of Prospera Credit Union and serving the residents of all Fox Valley communities since 1993. We are able to meet with you at one of our conveniently located branches in North Appleton, Darboy, Neenah and Menasha.

We Offer a Process, Not a Product

At Prospera Investment Services, we recognize that financial planning is a process, not a product. It is a process that is “Client-Centered” and involves discovering your goals and developing a plan to meet those goals.

This means taking the time to truly listen to what your personal financial goals are and doing the right thing for you based on your short-term, mid-term and long-term financial goals. This has earned us a reputation for excellence in our industry. For everyone we work with, we strive to create financial stability to help provide financial independence for today and tomorrow.

Our Commitment

We take a “hands-on” approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality.

We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

 

Our Principle

Prospera Investment Services is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition.

I’m passionate about being a “financial translator” for the Members here at Prospera Credit Union. What does a financial translator do? Like a translator of a foreign language, I help translate all the various financial things going on in our Members’ lives and assist in making these realities more understandable. Through the translation process, I work with you to discover what your goals, needs, and desires are.

Whether it’s saving for a child’s future, investing for retirement, or creating a retirement income plan once retired, I have the tools and resources to assist each Member with their needs and goals.  Be assured that I am dedicated to doing what is right for each one of my clients at all times.

After practicing architecture for 15 years, Jeff made a career change in 1999 to become a financial advisor. He spent the first couple years of his new career in private practice before joining a credit union in early 2003 to establish a new financial planning and investment services program. Jeff spent five years building this new credit union program before moving his family to the Fox River Valley to continue his work as a credit union financial advisor in April of 2008.

Since 2008, Jeff has assisted hundreds of individuals and families here in the Fox River Valley in developing plans to help meet their current and future financial planning and investing needs. He specializes in preserving and offering growth potential of their assets in preparation for retirement. Once they reach retirement, Jeff works to create a consistent and predictable income stream

FINRA Registrations held through LPL Financial: Series 6, 63, 7 & 65.

Insurance Licenses: Life, Accident & Health, Property & Casualty, and Variable Life/Variable Annuity.

Bachelor of Landscape Architecture and Environmental Planning – Utah State University, 1987.

Jeff has been married for over 20 years to his wife Carol. Together they are raising their three children: a son and two daughters.

When Jeff is not assisting Members with their planning, he is spending time with his family. They live on a hobby farm where they raise chickens and sheep. Jeff is active in his church and volunteers for several community outreach organizations in the Valley.