Get to know Jeremy, Financial Professional with FCCU Financial Advisors*
Recently our marketing intern, Faith, sat down with Jeremy to learn more about his role in the FCCU Financial Advisors program. Read on to find out what he has to say!
Q: Introduce yourself and tell us how long you’ve been a Financial Professional.
A: I have been a Financial Professional for over 16 years. I recently joined the FCCU Financial Advisors team and look forward to helping people with their financial goals.
Q: What is your role at FCCU Financial Advisors?
A: At FCCU Financial Advisors, I am your guide. I know that you want to be confident in your financial future. In order to do that, you need a customized strategy from a trusted professional. Navigating complex options and financial risks can make you feel overwhelmed and confused. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. This is why we believe in having a 3-step comprehensive plan:
- gather information,
- develop a strategy,
- implement and review.
This will allow you to have confidence and peace of mind in your financial future.
Q: What led you to becoming a financial professional?
A: Through years of both participating in sports and coaching athletes, I’ve found a true passion for helping others. I enjoy helping people find solutions and develop a roadmap to overcome the challenges they face. There are many similarities between coaching families towards their financial goals and coaching athletes on the field. I hope to continue to do both for many more years.
Q: What is one service you offer that you wish more people knew about and why?
A: Retirement income planning. Many people focus on the accumulation of savings for retirement but neglect to plan for when they get to spend it. I like to begin income planning approximately three years before retirement which allows for a better transition from saving to spending.
Q: Outside of work, what are some of your favorite things to do and why?
A: Enjoy the outdoors! Whether it is boating, hiking, or riding ATV’s, spending time in nature with the family is time well spent. And because we are in Wisconsin, I’ll mention that family time indoors is usually spent watching sports and weight-training.
Q: What is your favorite 80’s or 90’s jam?
A: “Eye of the Tiger” by Survivor
Q: Are there any places to which you would like to travel and why?
A: Usually, anywhere warm works for me. My ideal trip though, involves travelling to multiple European countries with a stop in Iceland.
Q: Lastly, how can people schedule an appointment with you?
A: To schedule a no-cost, no-obligation consultation with me you can email me at [email protected], schedule an appointment on my calendar, or call (920) 563-7305 ext. 132.
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.