For the fifth consecutive year, investment consultant Jeff Eichel qualified for Cetera Investment Services’ Circle of Excellence, earning him a vacation earlier this month to Marco Island, Florida.

To get into the Circle of Excellence (previously known as the President’s Club), Jeff took in over $600,000 in investment revenue last year. Forty other investment advisors qualified for the Florida trip, which took place January 13 to 16.

A snapshot from Jeff’s trip (which obviously took place far from Wisconsin).

“What I have learned through the years is how lucky I am to have a bank that supports the investment department the way North Shore does,” Jeff said. He credits his success in no small part to support from senior management, branch personnel, and colleagues including VP and program manager Erika Milosevich, district manager Cristen Baumann, and investment sales assistant Emily Haskey, as well as the rest of the North Bank team. “It truly is a team effort.”

He added, “One lesson I have learned along the way is that this business really allows you to make a difference in someone’s life. Don’t take it for granted.”