Jeff Bratz

Jeff Bratz is a Managing Director in the Investment Consulting Services practice at Andersen. With more than 19 years of experience, Jeff provides investment advice to business owners, executives, and professionals.

Jeff’s areas of expertise include planning, investment strategy, and wealth management. His strategy for financial planning takes into consideration cash flow, tax implications, investment strategies, and risk management techniques.

In January 2007, Jeff earned the Certified Financial Planner designation. He has taught collegiate and graduate level courses for students pursuing degrees in financial planning.

Prior to joining Andersen, Jeff was a Partner at HJN Advisors, a boutique wealth management firm in Des Moines, Iowa, working closely with lawyers, accountants, and insurance professionals to deliver integrated financial planning.