Broker Check


R. Jeff Green, President

Investment Advisor Representative


I became a Regional Manager for GE Capital Financial Services in Minneapolis, Minnesota in 1985. As a Six Sigma advocate, I led the region in defining, measuring, analyzing and improving the service side of our industry, which led me...
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June Green

Vice President of Marketing and Client Support


I have been by my husband’s side as his helpmate for 35 years and I’m excited to help our friends and clients achieve their American Dream. I have an administration background and have been leading and encouraging others in...
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