Jeff Daye
- Senior Wealth Advisor
- CLA Appleton
Education
BBA- Marketing, University of Wisconsin at Whitewater
Overview
My purpose is to help clients to feel secure in their financial future! In order to help my clients feel secure, I enjoy developing personal relationships with my clients where I can understand their preferences and needs and take that information to create diverse portfolios that they understand and that meet their goals and objectives. I'm passionate about creating individualized financial plans where clients feel that they have a well thought-out, transparent path for their future! I also help business clients and their team members by positively influencing their saving and investing behavior to provide better retirement outcomes. I have consulted with retirement plan sponsors on using their retirement plan as a recruitment and retention tool, tax sheltering vehicle and helping them understand their fiduciary duties to mitigate risk exposure.