Saving money has always been important to me. At the age of ten, I was mowing neighborhood yards, and I listened when my parents encouraged me to save for the future. I dreamed of going to college, but I didn’t want to go into debt. So, I joined the Wisconsin National Guard, which helped me earn an education and start my career debt-free while serving my community and country. I truly believe that with a strategy, you can achieve and even exceed your goals.
Since 2012, I have been blessed to work for Edward Jones as a financial advisor. I obtained a Bachelor of Science in business management from the University of Wisconsin – La Crosse. I serve the Tomah area as president of the Tomah Rotary and current chair for the Tomah Walk to End Alzheimer's. I'm a member of Tomah’s Lions and Chamber of Commerce and enjoy helping coach soccer.
When I'm not in the office, I’m with my wife and our three children. Activities that take us outdoors and allow us to see the world through our children’s eyes are my favorite.
Why you should be here:
Your life story is distinctive. The path to achieving your goals will be different than your parents, your neighbors and your friends. That’s why I’ll use our established process to build personalized strategies to help you reach your goals. Finding the avenue that fits you is what motivates me each day.
As an experienced CFP®, I'm proud to serve a wide range of clients, from individuals to business owners. I enjoy the relationships I build with my clients and their families. I offer experience in:
-Planning for retirement
-Investment risk management
-Employer retirement plans
As my client, you’ll know why I suggest specific investments strategies, what to expect and how much it will cost.
My branch office administrator, Krista McCoic, and I will work as a team to focus on what matters most to you. It all begins with a conversation, so give us a call or stop by and let's begin strategizing together.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Spending Time with Family
Mailing AddressP O Box 336
Tomah, WI 54660
Phone NumberJeremy Haun at (608) 372-6300
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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