Jeff Supple

Senior Vice President & Wealth Officer

Wealth Management

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Jeff Supple
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Bio

Now a senior member of the wealth management team, Jeff Supple joined Lake Ridge Bank in 2001. His primary responsibility is business development with an emphasis on financial planning, estate planning, retirement income management, and small to mid-sized business retirement plans. Prior to joining the Bank, Jeff was a Retirement Plan Specialist with a mutual fund company. In addition to his work at the bank, Jeff is an active volunteer, donating his time to the Middleton Dementia Friendly Community Initiative.

Education
University of Iowa, Tippie College of Business
CERTIFIED FINANCIAL PLANNERTM
Certified Trust and Fiduciary AdvisorTM

Community Involvement
Alzheimer’s & Dementia Alliance of Wisconsin – Retired Board Member
Dane County Dementia Friendly Financial Network
Madison Estate Council


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Quote

I really enjoy working with multi-generations, helping them plan for a secure financial future.

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Banknotes Blog

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