Meet Our Team

Jeffrey started working in financial services in 1994 and has been a Financial Advisor since 1999. He came into the profession to help people achieve their financial goals. He believes his primary role is to help others build, preserve, and bequeath their wealth. Jeffrey finds the joy in providing financial advice to his clients that help lead to happiness for them. A happy life for his clients is a happy life for him.

Away from the office, Jeffrey enjoys spending time with his wife, Bonnie and their twin sons, Colby and Jacob. He is active in his church as an Endowment Committee member for St. Stephen Lutheran, and he was formerly a board member for the Marshall Amateur Hockey Association’s board of directors. Jeffrey spends his free time golfing, following his favorite Minnesota sports teams, grilling, and watching his boys’ activities (hockey, football, golf and band).

Cat is a Relationship Manager for TrueJourney, who takes her experience to connect with each client she encounters. Cat moved from Ireland to the U.S. in 2015 to attend college and play collegiate golf. She graduated with a bachelor’s degree in Business Administration from the University of Northwestern Ohio. After graduation, Cat worked for Dormie Network golf course, ArborLinks, as Merchandise Manager in Nebraska before moving to Marshall to pursue her Master’s in Business Administration with a concentration in leadership.

Cat enjoys spending time with her husband, Matt and their daughter, Amelia. In her free time, Cat enjoys golfing, going for walks, and playing with her daughter.