Broker Check

Meet Jeff

  • Founder of inFORM Financial Planning
  • CFP® and RICP® Professional
  • More than 15 years of industry experience


Jen, Fallon & Duke


Lakeville, MN


St. Cloud State University

Favorite Activities:

  • Helping out with my kids activities
  • Golfing
  • Anything that takes us outside

What I Love About This Business:

I love learning about people; finding out what is important to them and helping them align their values and their money