Jeff Boll
Account Executive

Jeff joined the Schwarz family in 2017 as an account executive in the investments department holding designations as a Certified Fraternal Field Manager, Fraternal Insurance Counselor as well as a series 7, 6, 63 & 26 license. As an account executive Jeff helps with qualified and non-qualified investments for businesses (401K, SIMPLE/SEP plans) and individuals (IRA, Roth IRA, stocks, bonds, mutual funds, ETF's) along with assisting in estate planning, executive compensation, buy-sell agreements, life, disability and long-term care insurances.

He graduated cum laude in 2007 from the University of Wisconsin-Whitewater where he received his Bachelor of Arts degree in Broadcast Journalism and Minors in Coaching & Marketing. During his time at UW-Whitewater Jeff started the Club Tennis team which was the largest club on campus at the time.

Jeff is extremely involved in the local Sauk Prairie community volunteering for the Sauk Prairie Optimist Club, Sauk County Relay for Life, Sauk Prairie Area Food Pantry, Sauk Prairie Young Connections, and the Sauk County Millennial Task Force. When he is not volunteering Jeff can be found playing tennis or disc golf, watching sports live or on TV, watching movies or shows and attempting to keep up with his vast magazine & newsletter subscriptions.

In 2016 Jeff was selected as the Sauk Prairie Chamber of Commerce Young Professional of the Year!

Contact Jeff
Phone: 608.644.8574
Email: jeff.boll@schwarzins.com

Securities offered through MWA Financial Services, Inc., 1701 First Ave, Rock Island, Illinois 61021.  309-558-3100.  Member FINRA, SIPC.  Schwarz Insurance Agency, Inc. is not affiliated with MWA Financial Services, Inc. 

 

 

 

 

 

 

 

 

 Jeff Boll