portrait of Jeff Rotfeld

About Jeff

You can't go back and change the beginning, but you can start where you are and change the ending.

When I was in 4th grade the neighbor got a 50cc Honda motorcycle and I immediately wanted one. My parents said that it was too dangerous and agreed a 4-wheeler would be a safer option; if I saved 50%, they would pay the other 50%. This was my earliest recollection of goal setting and money management. I immediately took on any odd job that I could around the neighborhood to save up for this 4-wheeler and was able to purchase it by...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesOctober 2012 to Current

Education

  • Univ of Wisconsin,WhitewaterBachelor of Business Admin

Team Members

  • Jennifer Wintergerst
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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