Jeffrey E. Puissant has been in the insurance industry since 1989. He transitioned to the investment industry and became a Financial Advisor in 1997. A graduate of Concordia University, Jeffrey received his Bachelor of Science degree in Business Management and Communications graduating Cum Laude. Jeffrey continued his education with the College for Financial Planning, earning his CERTIFIED FINANCIAL PLANNER™ certification, and with IMCA and the University of Chicago Booth School of Business earning the Certified Private Wealth Advisor®(SM) certification. He earned his title as Senior Investment Consultant by completing Baird's Advanced Investment Counsel Program (AIC Program) at the University of Chicago. The program involved a multi-day course of study focusing on the needs of clients who are going through major life transitions.
Jeff and his wife, Nola, raised their three sons in the Howard Suamico community where Jeff remains an advisor to the Howard Suamico Education Foundation. They recently transitioned to living full time at their home on Shawano Lake. Jeff is a board member of the Shawano Area Waterways Management and the Estate Planning Council of Northeast Wisconsin. He was a previous board president of the Green Bay Area Youth Hockey Association.