Our Team

Jeremy loves helping people learn more about, and feel more confident about their money.

After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.

You could probably guess this by the number of letters after his name, but since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.

In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER™ professional AND a Chartered Financial Analyst® charterholder.

While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman (I mean college student) could understand.

If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you’ll know more about, feel better about, and make better decisions about your money.

When not working on his goal to help people discover their ideal retirement strategy, you’ll find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.