Broker Check

Our Team

Jeff Jahnke, CFP®

Investment Advisor Representative

Jeff attended the University of Wisconsin-Oshkosh where he graduated Cum Laude with a B.S. Economics in 1995. He then returned for a year to finish his second degree in secondary education. Jeff continued his education while working fulltime completing a Masters of Science degree from the University of Wisconsin-Oshkosh in 1998. Jeff holds securities licenses of 7, 63, 65, 26 and insurances for Life and Health. In March of 2010 Jeff sat for the CERTIFIED FINANCIAL PLANNER™ exam and passed earning the designation of CFP®.

Professional Experience
Jeff has been in the financial services industry since quitting his job as an economics teacher at Oshkosh West High School in June 2001. Jeff worked with corporate retirement plans to assist people in planning their future retirement. From this relationship Jeff works well with pre-retirees and small business owners. When working with clients Jeff likes to focus on the behavioral aspect of why people make decisions about their financial assets. Once we know the why the what is simple.

Community Involvement
Jeff has been active in the Oshkosh Community raising money for charity and becoming a community leader. In the past Jeff has been active in the Oshkosh Boys and Girls Club in raising funds through the annual Golf-a-thon and volunteering for the Boys and Girls Club Alumni Fundraisers. Jeff has also been active in Oshkosh Jaycees and the Oshkosh Downtown Rotary Club.

Community Recognition
Jeff has been recognized by the Oshkosh Northwestern as being one of the 4 under 40 in the community. This recognition comes from community involvement, success in chosen career path and dedication to making the community a better place to live.

Megan Stumpf

Licensed Rep Assistant

Megan graduated from DePauw University in Greencastle, IN with a BA in English Composition and Asian Studies. She holds securities registrations 63, 65, 7 and a life and health insurance license. Megan is currently studying towards her ChFC designation through The American College.

Megan has been in the financial industry since 2007. She discovered her interest in the field after spending many years on the clients' side of the table and is committed to helping them understand their options.
Megan's personal passion focuses on the needs and concerns of the "sandwich" generation; assisting them in finding resources and options to keep their own financial situation in order while balancing the pressures and obligations of taking care of their aging parents and supporting their children at the same time.

Megan is a member of Women's Networking Group, and a co-facilitator of Powerful You! Networking with a Heart - Appleton Chapter. She is also thrilled to have the opportunity to volunteer with some wonderful organizations. Megan is a proud member of Brandon's Champions, a regular blood donor at the Community Blood Center, and an advocate for the Fox Valley Brain Tumor Coalition.

Megan has lived in the Fox Valley for most of her life. She currently resides in Darboy with her husband, Phil, on his family's farm. Though their three children Patrick, Clayton, and Emmalyn are nearly grown and on their own, Phil and Megan still enjoy attending Kimberly High School band concerts and football games.