I grew up in Wisconsin Rapids and graduated from UW-La Crosse. Back up a few years to eighth grade and that’s when I met my wife, Krista. We’ve built our life together in Cottage Grove with two beautiful daughters that certainly keep us busy with their various sports/activities.
As is the case with most Wisconsin-ites, my hobbies vary with the season: in summer you’ll find me on the golf course, fall takes me to the woods for bow hunting, and winter sends me packing on a warm-weather vacation. I’m always up for a good book, so welcome your recommendations!
A colleague of Brian and Brad for over a decade, Jeremy joined forces with Action Financial Strategies in 2021. Being no stranger to helping teach, grow, and protect individuals, families and their assets, Jeremy’s expertise and vision seamlessly align with that of our team. His “why” undoubtedly lays in helping his clients with informed decision-making when it comes to their portfolios, their retirement planning, and their overall wealth preservation.
It's through regular and meaningful conversations with his clients that guide Jeremy in finding just the right mix of solutions to balance their current financial landscape with their (often evolving) goals for the future. Thus leading to the most rewarding aspect of his work – the long-term relationships he builds along the way.
Jeremy has been a New York Life agent since 2009, and a Financial Adviser through Eagle Strategies LLC, a Registered Investment Advisor since 2013. He is a member of NAIFA and has achieved membership into the Million Dollar Round Table (MDRT) since 2017 by demonstrating superior professional knowledge, experience, sales excellence and client service. MDRT membership represents the top life insurance and financial service professionals worldwide.
DREAM VACATION - Fiji
FIRST JOB - Working on family-owned cranberry marsh at age 14
ALL-TIME FAVE FOOD - Bacon-wrapped venison jalapeno poppers
BIGGEST PET PEEVE - People who don’t clean up after themselves
LOVE PEOPLE WHO - Have a great sense of humor
LIFE GOAL (NOT WORK-RELATED) - To bump up my charitable giving & volunteer time each year
FUN FACT - Ketchup or Hot Sauce – I put one on pretty much everything I eat!
HELPING YOU PROTECT YOUR BUSINESS, PLAN FOR GROWTH, AND SECURE YOUR FUTURE. CONTACT US TO GET STARTED!
1411 MILWAUKEE DRIVE
NEW HOLSTEIN, WI 53061
1251 SCHEURING RD, SUITE C
DE PERE, WI 54115
202 W COTTAGE GROVE RD, SUITE C
COTTAGE GROVE, WI 53527