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Jeffrey Rotz
Financial Associate

About Jeffrey Rotz

Every day I get to provide financial guidance to my clients through comprehensive planning to help them gain confidence and clarity on their financial journey. I am passionate about educating my clients and “simplifying” the complex world of personal finance In my free time, you'll find me with my wife, Katie, our two children, Bryson & Delilah, along with our dog, Mayzie, spending time on the local trails, lakes, and bike routes.