Jeremy works with clients focusing on retirement planning and portfolio management. He has worked extensively with State of Wisconsin employees and retirees, providing retirement income planning and insurance, including long-term care and life.
Jeremy graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration in 2002. He joined John Hancock Financial Network after graduating and from there moved to Wealth Distribution Strategies, LLC in 2012. Jeremy is a Chartered Financial Consultant® (ChFC®), a Investment Advisor Representative with Harbour Investments, Inc., and a Registered Representative with Harbour Investments, Inc.
Jeremy is married to Stacy and has two daughters, Eva (2012) and Emilie (2016) and a dog named Riley. Jeremy enjoys soccer, both playing and coaching, golf, and most of all spending time with his family.