Team Five Nine
Para Planner, CFP®
As a CFP® recipient, the driving principle behind Jeremy’s day-to-day activities is that “Everyone thinks “someday” is a long way down the road. But “someday” will be tomorrow before you know it.” Through this principle, Jeremy conveys to those he’s working with the importance of a sound financial strategy. Jeremy is humbled by the confidence his clients place in him to develop a sound financial plan that will lead them towards their goals.
Graduating from the University of Wisconsin-Whitewater, Jeremy holds a degree in accounting. Jeremy and his wife reside in East Troy, Wisconsin, with their two children. In his spare time, Jeremy enjoys golf, softball and anything sports related.