I have had the privilege of being raised within a family business that emphasized the value of relationships. The impact that my parents were able to create has shaped the personal approach that I use today in my practice.
Each day I am fortunate to serve my clients and ensure they are informed, in control of their goals and that they feel secure throughout the process. We all have the same 24 hours in a day and we need to focus our time and energy on what is important. Through partnership, they can spend more time doing what they love with the people they care about most.
I am blessed to have 4 amazing people in my life; My wife of 13 years, my son and my 2 daughters. When we are not in a hockey rink, you can find us actively in local triathlons and running races, in our community, adventuring in the rocky mountains, making music or enjoying strategy games.
You deserve clarity in your finances and I would be happy to help you define your goals and create a personalized strategy to achieve them. Feel free to contact me at 403-374-1088 so I can discover what is most important to you.
- Retirement Savings Strategies
- Business Owner Considerations
- Socially Conscious Investing
- Intergenerational Planning
- Divorce Finances
- Wealth Protection Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberJeffrey M Mueller at (403) 374-1088
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