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 16 years ago, Jeremy has read just about every book on financial, retirement, and tax planning 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. Follow us on LinkedIn and Facebook. Learn more here.