Personal
Jeff Boes is a Wealth Management Advisor and Managing Director for both the Carroll and Fort Dodge offices and has been a Northwestern Mutual Financial Representative since June 1982. He grew up in Elgin, Nebraska and attended Wayne State College in Wayne, Nebraska, earning his Bachelor Degree in Business Administration majoring in Marketing.
Jeff is a member of the Carroll Chamber of Commerce and Holy Spirit Catholic Church in Carroll, Iowa. He and his wife, Ann, have two adopted children from Russia named Vicka and Lucas, who are now in their early twenties.
Outside of the office, Jeff enjoys reading, walking, and traveling with his wife.
Professional
I joined Northwestern Mutual right after I graduated from college at Wayne State College in June of 1982 with a Bachelor's degree in Business Administration-major in Marketing. I joined Northwestern Mutual for three reasons:
Northwestern Mutual has received the highest insurance financial strength ratings from third party sources.
Northwestern Mutual provides world class risk products for my clients.
Northwestern Mutual allows me to really impact the lives of people in Carroll, Iowa and West Central Iowa.
As an experienced representative, Jeff became Managing Director for both the Carroll and Fort Dodge, Iowa agencies. Jeff Boes has also earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.
Associations and Memberships
I am a member of the Carroll Chamber of Commerce.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
