Jeff Daye

Jeff Daye

  • Senior Wealth Advisor
  • CLA Appleton
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

BBA- Marketing, University of Wisconsin at Whitewater

 

Overview

Jeff has almost 20 years of experience advising institutions and individuals on their retirement plans and personal investments. He creates trusted relationships with his clients and their affiliates by identifying sound investment opportunities and positively influencing their saving and investing behavior to provide better retirement outcomes. Jeff has also consulted with retirement plan sponsors on using their retirement plan as a recruitment and retention tool, tax sheltering and understanding fiduciary duties to mitigate risk exposure.

Upcoming speaking engagements

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Resources and event materials

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