Jeff Lester
Retirement Plan Advisor
Contact Jeff
I'm a lifelong chess player, and I approach financial planning the way I approach a game of chess. I'm constantly looking at the entire board - looking at all the opportunities and all the threats I can identify - and trying to anticipate several moves ahead in order to give my clients the best possible guidance.
PRESENTER BIO: Jeff has been with the firm for over 15 years. Jeff uses interactive planning to help his clients recognize their financial potential and achieve their financial goals. Many of Jeff's clients are business owners. He works with Eide Bailly CPAs to provide clients with tax-advantaged strategies, and then he helps clients implement those strategies through sound investment management.