Jeremy Wenzlow
Financial Planner
(262) 354-6005
Mobile Phone:
(262) 468-8356

As a Certified Financial Planner recipient, the driving principle behind Jeremy’s day-to-day activities is that “Everyone thinks “someday” is a long way down the road. But “someday” will be tomorrow before you know it.” Through this principle, Jeremy conveys to those he’s working with the importance of a sound financial strategy. Jeremy is humbled by the confidence his clients place in him to develop a sound financial plan that will lead them towards their goals.

Graduating from the University of Wisconsin-Whitewater, Jeremy holds a degree in accounting. Jeremy and his wife reside in East Troy, Wisconsin, with their two children. In his spare time, Jeremy enjoys golf, softball and anything sports related.

Also meet our other agents:

Todd Sivak
Director of Wealth Management, VP
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Tim Schlosser
Director of Wealth Management Operations, VP
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Micah Schroeder
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Luke Novak
Wealth Management Client Service Specialist
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Lauren Knop
Wealth Management Administrative Assistant
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