Jeff Stegge

Licensed Fiduciary & Investment Advisor Representative

Jeff Stegge has over 18 years of experience in the insurance and financial services industry. Hailing from Wisconsin, he embodies the values of a strong Midwestern work ethic and moral compass, which have been guiding principles throughout his career.

After graduating from the University of Wisconsin - Whitewater, he quickly succeeded in his corporate career, traveling the country as National Sales Manager and collaborating with renowned companies like Walt Disney and Gillette. During this time his passion for investments and retirement planning grew, leading him to join a prominent Estate Planning Firm based in Orange County, CA, in 2005, where he first met Stewart Willis. Jeff expanded the firm's services to Arizona, serving a diverse clientele.

In 2010, Jeff was recruited by AAA Arizona to build its Financial Services team, where he became a leader in the organization and was recognized nationally for his accomplishments. His desire to provide more for his clients led him to open his own agency with a focus on Medicare and eventually bringing him back to the Asset Preservation team.

Jeff firmly believes that educating clients and providing easy-to-understand information is paramount in building a successful retirement plan. He is passionate about helping clients develop and reach their financial goals through proper planning for investment risk, income needs and healthcare costs in the most tax-efficient manner possible.

As a fiduciary, Jeff holds his FINRA series 65 license as a Licensed Investment Advisors Representative (IAR). Additionally, he possesses a Life, Accident & Health License which allows him to provide advice on various insurance needs. He also holds the AHIP certification to sell Medicare plans.

Outside of work, Jeff cherishes quality time with his family and has a passion for travel, exercise, golf and real estate investments.