Jeff Halloran is a financial advisor and has been in the financial services profession since 2006. As part of Flatwater Wealth, he works with families and individuals in the accumulation and retirement phases of their financial lives. Much of his time is devoted to financial planning and providing guidance to clients. He believes that financial planning is a never-ending journey that continually changes and evolves based on an individual's needs, values and unique situations. In addition, he leads the team in servicing group retirement plans for many school districts and small businesses. Jeff graduated from Hastings College with a degree in business administration. In his free time, Jeff enjoys traveling, attending concerts and playing golf. He and his wife, Tammy, live in Hastings and have two adult daughters.
Waddell & Reed is not affiliated with any other entities referenced. (04/21)