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Jeff Koolen, CFP®

Jeff Koolen, CFP®

Financial Advisor/Partner

Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional, a Partner with Universal Financial Strategies and Financial Advisor with Woodbury Financial Services, Inc. With more than 15 years of experience in the insurance and financial services industry, Jeff joined our team in 2013 after spending five years as a financial advisor with Edward Jones and 8 years with Hundt Capital Management Inc., where he assisted clients with many issues such as estate and retirement planning. He is a graduate of Hastings College with a degree in Business Administration and Psychology with an emphasis in Finance.

Jeff enjoys spending time with his wife and three sons, and is an avid baseball fan.