Jeff Marsh, Financial Adviser

Jeff Marsh, Financial Adviser

Founder and Principal

Mobile Phone: (307)532-1960
E-mail:
 

 

Jeff Marsh, Financial Adviser*

 

Principal, Founder, BOLI Strategic Partners

In early 2013, BOLI Strategic Partners assumed the Bank Owned Life Insurance operations of NYLEX Benefits which was a subsidiary and the executive benefits consulting arm of New York Life Insurance Company, a Fortune 100 company, the largest mutual life insurance company in the United States1.

BOLI Strategic Partners is dedicated to working with community banks to provide efficient strategies to offset employee benefit expenses. BOLI Strategic Partners is a nationally recognized vendor of Bank Owned Life Insurance providing services to banks throughout the United States.

Mr. Marsh was raised in Lingle, Wyoming. He received both his Bachelor’s and Master’s degrees from the University of Wyoming and is also a graduate of Eastern Wyoming College. Jeff is a Investment Advisor Representative (IAR) with Eagle Strategies LLC, A Registered Investment Advisor. Jeff joined New York Life in 1987and established himself as one of the top agents for the company in Wyoming, and western Nebraska. He ranks among the top three percent of the New York Life field force of nearly 10,000 agents in 2012. Prior to his association with New York Life, he was an elementary school counselor, track coach, and owner of a residential construction company. Jeff is a life and qualifying member of the Million Dollar Round Table and has been a featured keynote speaker on financial and insurance estate planning topics throughout the United States.

Activities and Community Involvement

Board of Trustees—University of Wyoming

Board of Directors—Platte Valley Bank, Torrington, Wyoming

Past President – Torrington Rotary Club

Past President – Eastern Wyoming College Foundation

Past President & former board member – Community Healthcare Foundation, Torrington, Wyoming

Former Member – Wyoming State Board of Education

Former Member and Chairman – Wyoming School Facilities Commission

Former Member Board of Directors – Delta Dental of Wyoming

Former Member Board of Trustees – Community Hospital, Torrington

Distinguished Alumni – Eastern Wyoming College, 2003

Member – St. Rose of Lima Catholic Church

Jeff resides in Torrington, Wyoming with his wife Cathy. They have three children, Britt, Blakeley, and Allison. His hobbies include building, hunting, fishing and he is an avid water skier

 

Jeff Marsh is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Jeff Marsh, dba BOLI Strategic Partners is not owned or operated by NYLIFE Securities, LLC or its affiliates. Jeff Marsh is also separately registered as a Financial Adviser offering in-vestment advisory services through EagleStrategies, LLC, A Registered Investment investment adviser