Adviser and first vice president,
- Owns a 6-year-old Cavalier King Charles spaniel.
- Spent his honeymoon on Santorini in the Greek Isles.
- Goes to Starbucks, but always orders the green tea.
Jeff Krause has an interesting way of teaching financial literacy. For the past seven years, the Morgan Stanley adviser has taught more than 1,000 couples the virtues of sound personal finance as part of a marriage preparation course.
Mr. Krause covers topics such as budgeting, creating a net worth statement, financial decision-making, and how to pick a financial adviser in the course, which is run by the Catholic Archdiocese in Milwaukee.
What’s the impact of these presentations?
“If you can send that many people off in the right direction ... think about the positive effect not only on their lives, but also on their loved ones," Mr. Krause said. "It will help each person be a better parent, a better kid. They feel more secure."
“We’re on the forefront of what it means to be an adviser. We want to add as much value as we possibly can – to be a resource you can tap into for anything in your life,” said Mr. Krause.
— Deborah Nason