Our team specializes in helping professionals and young families by creating holistic and comprehensive financial plans.  We understand that financial planning means something unique to everyone, and we'll work with you to build a strategic plan to compliment the good work you've already done to achieve your goals.

Jeff holds Life and Health licenses in multiple states along with the Series 7 and Series 63 licenses.  


Degree Major Institution
Bachelor of Science Economics United States Military Academy

Jeff St. Gelais

Financial Representative


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck