Education & Certifications
BS - Business Administration Lakeland University - Sheboygan WI
MBA - Business Administration – Cardinal Stritch University
Investment Advisor Representative (Series 65)
Jeff Wozniak
Financial Education Advisor
As a Financial Education Advisor, Jeff is passionate about using both his personal and professional experiences to offer personalized financial guidance to retirement plan participants. He is committed to helping individuals stay on track and make informed decisions as they work toward their retirement goals.
Jeff and his wife live in Port Washington, where they enjoy staying close to their two adult children, both of whom are pursuing careers in Wisconsin. A lifelong sports fan, Jeff follows local college and professional teams and stays active with regular YMCA workouts, golfing, and cycling. He also enjoys helping his kids tackle home repair and remodeling projects.
Industry Start Date:
1985
Spectrum Start Date:
2025
Fun Fact:
Jeff has had the unique opportunity to travel to all 50 states, spending at least one day sightseeing in each.
Embodying Spectrum’s Principles
To effectively provide education and advice to each of our plan participants, I prioritize connecting with them individually by taking time to understand their unique experiences and meeting them where they are at. I’ve found that by truly listening to both participants and coworkers, I gain valuable insight into their perspectives and learn from them in return. It’s a mutual exchange of knowledge and understanding that strengthens our relationships.
I enjoy giving back to my community by sharing my experience and skills. As a Money Sense volunteer with Secure Futures, I help students build strong financial literacy skills. I was honored to receive the 2017 Lloyd Levin Difference Maker Award in recognition of my dedication, volunteer hours, and positive impact on students through financial education. In addition, I contribute my “handy man” skills to our local Habitat for Humanity chapter, helping to build and improve homes for families in need.