About Me

I grew up as an athlete, starting wrestling at the young age of 3. Despite winning state championships and competing in college, I always knew that wrestling wouldn't be my lifelong path. I understood the importance of succeeding both on and off the mat. It was during this time that a wise wrestling coach advised me to post my goals on my bathroom mirror and read them every morning and evening while brushing my teeth.

Little did I know how impactful that advice would be throughout my entire life. My journey from being above average to becoming an elite performer has been nothing short of transformative.

It all began with my inherent talent and unwavering commitment to hard work, propelling me ahead of my peers. However, I understood that to truly excel and reach my full potential, I needed the guidance of experts who could help me refine my skills and elevate my performance.

That's when I sought the expertise of wrestling coaches who taught me the art of strategic thinking, adaptability, and the importance of discipline in achieving my goals. Their coaching instilled in me a competitive spirit that I now carry into my financial practice.

In addition to wrestling coaches, I also worked with a mindset coach who honed my mental fortitude, enabling me to face challenges with resilience and clarity. These teachings profoundly impacted both my athletic and financial advisor journey.

My passion for personal finance was ignited at the J Robinson Wrestling Camp, where I was introduced to the concept of compound interest.

This newfound fascination led me to understand how elite individuals use healthy financial habits to live their best lives and achieve peak performance. As I progressed through my entrepreneurial efforts as a child, selling lemonade and cutting grass, I was naturally drawn to a career in finance. I became an intern with Northwestern Mutual right after high school, inspired by the idea of positively impacting others with unlimited potential. I quickly became one of the youngest to join the company.

Though my wrestling journey led me to the world of finance, the lessons I learned from those coaches have been invaluable in shaping my approach to both business and life. They have empowered me to constantly improve, evolve, and strive for excellence in everything I do.

Today, my dedication lies in helping individuals achieve their financial goals with the same spirit and determination that guided me in my wrestling journey. I understand that the path to financial success can be challenging, but with the right guidance and mindset, everyone can achieve greatness.

Whether you're a seasoned investor looking to optimize your portfolio or a novice seeking to make smart financial decisions, I am here to accompany you on your journey to financial excellence.

Now is the time to take your financial aspirations to the elite level. Together, let's go from good to great.

Are you ready to elevate your financial game? Let's make it happen!

Personal

The 6 Rules of The Game

1. Choose purpose over pleasure. 

2. Action alleviates anxiety.

3. How you do anything is how you do everything. 

4. Never negotiate with your inner bitch. 

5. Don't be allergic to hard work. 

6. Having a bad day DOES NOT mean that you have a bad life. 

Born in Stratford, WI, and currently living in Appleton, WI, I can often be found spending time with my significant other, Dara and our families.  We are usually on a river fishing or working in the firewood business I own and operate with my grandfather.  I am also surrounded by an amazing immediate family and lovable niece and nephews.  I have a yellow lab, Bella, who is never far from my side.  

Fun Facts About Me  

What I live my life by: Generosity (Fulfillment comes from serving and improving the lives of others.) 

My Word of the Year: Execute  

My Core Values: Trust, Integrity, Abundance 

My Favorite Food:  Sushi 

My Favorite Teams:  Green Bay Packers and Wisconsin Badgers 

I am a very social, outgoing person who loves to meet new people and hear their new stories.

A collage of Jeremy's personal photos

Credentials

Years of Experience: Northwestern Mutual since 2018 

 

Designations: Retirement Income Certified Professional (RICP) 

Licenses: Life and Health License, SIE and Series 7 

Education:  Graduate of University of Wisconsin – Madison 

Degree: Personal Financial with a Financial Planning Emphasis 

 

I was fortunate to be recognized as one of the top company interns in 2022/23 and a Mike Gish award recipient in 2023/24 for the impact I made helping others with their financial lives. 

Community

I enjoy making a positive impact in my community and contributing to the growth of those around me. 

Stratford Wrestling Club - Assistant Coach / Mentor

Growing and developing high-quality young men and women through the sport of wrestling.

Picture of Jeremy coaching

Training and Education

National and Local Speaker Interested in having me speak at your association, school, or company? Email us to schedule a time to talk.

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo