Jeff Schuler, MBA

Jeff Schuler, an experienced Financial Advisor, is known for providing guidance and supporting his clients as they create and develop strategic investment plans for their futures. He provides comprehensive financial advice for individuals, professionals, families, and retirees. In addition, he has a broad history of helping business owners with their venture and business needs. Jeff’s areas of expertise include investment management, retirement planning, long term care insurance, life insurance, education planning, disability coverage, and business retirement plans.

Financial planning is a process. Jeff asks honest, direct questions to help uncover what is important to his clients and discover what they are looking to accomplish. He enjoys creating a long-term collaborative relationship with his clients.

Jeff graduated from the University of Colorado with a Bachelor of Business Administration in Accounting and Marketing. After living in Telluride for five years where he was a manager in the finance department for the ski and golf resort, he returned to Boulder and received an MBA from the University of Colorado in Finance and Entrepreneurship.

Jeff’s experience prior to High Point Group includes working for Fortune 500, start-up, and technology companies. After founding, purchasing, and exiting several businesses, Jeff decided to leverage his wide range of experience and returned to his financial roots to become a financial adviser. He has his FINRA Series Licences 7, 6, 65, and 63, is New York Life AARP A20 certified, and has been a member of MDRT every year he has been in the industry. Jeff lives in Louisville with his wife and three kids.

CA Insurance Lic.# 0K41324

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.