WealthVest Announces - MJ Schiff Assumes Regional Director Position

Share Article

MJ Schiff joined WealthVest as Regional Director for Montana, North Dakota, South Dakota, and Wyoming and brings years of quality expertise to this region.

MJ Schiff, of Bozeman, Montana, has served the financial service industry for 22 years. Schiff supports financial advisors and their clients with educational material, client seminars, product expertise, strategy sessions, and practice-management approaches.

Over the course of his career, MJ has excelled at service superiority, sustainability practices, with honest and assured strength in financial performance. He has worked for such companies as The Hartford and Federated Investors where he has specialized in mutual funds and wholesaling.

Schiff is a registered representative and holds his life and variable licenses and is CMFC certified.

Originally from Denver, Colorado, he attended Loyola University of Chicago, and received a Bachelor in Business Administration. Schiff currently resides in the Gallatin Valley with his son and daughter where they enjoy the outdoor activities Montana has to offer.    

WealthVest is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.

The company possesses four sales teams: two field wholesaling teams dedicated to banks and broker-dealers, a field team dedicated to independent agents, and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on their team, and over $1 billion in sales to date.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Dia Johnson
+1 406-203-1510
Email >
Visit website