If you believe estate strategies are only for the wealthy, think again. Estate strategies are for those who want to decide for themselves how their assets will be distributed and who will benefit. I have had extensive experience coordinating my services together with my clients estate-planning attorney and qualified tax advisor to help ensure they have a comprehensive estate plan.
In 1991, I enlisted in the United States Marine Corps and served until 2000. During my time on active duty, I reached the rank of Sergeant E-5. For five years, I was either stationed or deployed overseas where I served in a total of 12 different countries.
Upon returning to my hometown of Faribault, MN, I went on to graduate from both Concordia University-St. Paul in business management, magna cum laude; and Riverland Community College in supervisory management, Phi Beta Kappa. In 2019, I graduated from Yale University School of Management in investment management theory and practice.
I began my career in the financial services industry in 2002. To better service my clients, I earned the CFP® designation from the Certified Financial Planner Board of Standards Inc. in 2014.
I've always been passionate about delivering financial and legacy strategies. However, this passion became especially pronounced on November 5, 2016, when I was in a serious car accident. Thankfully just months prior, I had updated my own financial and estate strategies. While I was recovering from my injuries, I was overwhelmingly relieved to know my family would be taken care of. Since then, I have recovered, and I have made it a priority to ensure my clients have the right strategies in place to provide them the same reassurance.
My branch office administrator, Tricia Pierson, and I share the same goal of helping our clients. Our branch is committed to deliver our motto: "To provide the best investment advice and professional services to help ensure our clients can achieve their individual financial goals."
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address112 W 6th St
Spencer, IA 51301 opens in a new window
Phone NumberJeremy W Eller at (712) 262-0142
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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