Jeremy is a Financial Advisor with 25 years of experience currently serving the Appleton
markets. Jeremy uses a holistic approach to financial planning by assisting in the
clarification of financial goals, the defining of core values, and the identification of
individual investment preferences, then developing a plan to pursue those goals.
Prior to joining the BMO Investment Services team, Jeremy received his Bachelor of
Business Administration in Finance and Marketing from the University of Wisconsin - Eau
Claire. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities
licenses 7, 31, 52, 63, and 65, held through LPL Financial along with his life, health and
annuity insurance licenses.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification
marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the United States, which it
authorizes use of by individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.
Jeremy enjoys giving back to his community and stays active as a current Board of
Directors member for the Junior Achievement Organization and was a past wish granter
with the Make-A-Wish Foundation. Jeremy lives in Sherwood with his wife and two
children and enjoys golf, bowling, hunting and snowmobiling.