I began my career with Edward Jones as a financial advisor in 2016 to help individual investors organize, plan, protect and achieve those financial goals they deem most important. We have the capability to partner with individuals in planning for retirement, executing a plan while retired, saving for educational needs and discussing estate considerations, among other goals. We do this by using an established process that puts you, the client, at the center of all our discussions.
When not working, my wife, Erin, and I enjoy spending time chauffeuring, volunteering and watching our four kids (Aidan, Delaney, Riley and Kellen), in their endeavors, including football, gymnastics and wrestling. I also enjoy coaching, golfing and volunteering with the Sunrise Rotary Club of Menomonie, of which I’ll serve as president for 2020-21.
Brenda Klatt, senior branch office administrator, has been with Edward Jones since 2005 and serves as an invaluable partner in the office, working closely with clients as we establish and grow the relationships we have with each and every client we serve. Brenda is a wealth of knowledge, so please don’t hesitate to reach out to her with questions as well.
Relationships are the backbone of our approach with our clients, and having a background in education, I enjoy learning from and teaching our clients things that will help them achieve their financial goals. Meeting with our clients face to face is our preference, but we have the tools and technology to meet on the terms our clients find most convenient.
We’d love to hear from you - please give us a call, or stop in, with any questions or to schedule a complimentary review where we can discuss your goals.
My Personal Interests
- Spending Time with Family
Phone NumberJeremy J Untz at (715) 235-2123
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:30PM|
|Sat||By Appointment Only|
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