Jeffrey Dorward - joined the MPPL team in 2004. His passion is to help families achieve and protect their dreams for retirement, educating their children and grandchildren, and leaving meaningful legacies to future generations or charities.

Jeff is a licensed financial planner and associate of Midwest Professional Planners, Ltd., a registered investment advisor. He has over 20 years of experience in the financial industry and has earned a BBA in Finance from UW-Eau Claire, 15 credits towards an MBA at Marquette University and a Certificate in Financial Planning from WCTC, He is a member of the Financial Planning Association of Southern Wisconsin and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Jeff is active in the following:

    • Crossroads Presbyterian Church - Member
    • Arnie's Army Against Prostate Cancer Fundraiser - Event Chairperson
    • Milwaukee District Golf Association - Board Member & Past President
    • West Bend Country Club - Golf Committee/District Team Captain
    • Referral Partners of Ozaukee County - Member & Past President

Jeff, a lifelong resident of the Milwaukee area, is married to Tina. They reside in Cedarburg with their two sons, Jack and Peter.

Jeff is licensed in the following areas:

  • Investments - Series 7 & 66
  • Insurance - Life, Accident & Health

Please refer to our disclosure brochure for full disclosure or any potential conflict of interest.

    CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.