Jeremy Weller


Wealth Advisor, Partner 

(920) 435-8436

Jeremy Weller enjoys close and meaningful relationships with his clients. His diverse life experiences help him to provide actionable advice in an easy-to-understand manner. His mission is to help clients “make work optional” and advocates leading a balanced lifestyle. His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning.

Jeremy is a Wisconsin native, growing up with the Packers, hunting, sports, and Scouting in the Wausau area. After earning his Eagle Scout rank, he enlisted in the United States Marine Corps where he honorably served from 1996 to 2004, initially as a Machine Gunner with the Marine Corps Security Forces counter-terrorism battalion and then as an infantry Section Leader & Platoon Sergeant with the 8th Marine Regiment. He later lateral-moved to the Military Police field where he became a criminal investigator at Marine Corps Air Station Kaneohe Bay with specialized training in interview & interrogation and personal protection. After his military career, Jeremy worked as a high-threat personal protection specialist for numerous senior ranking Department of State and Department of Defense personnel in the Middle East.

Jeremy began his financial career in 2006 as a branch manager with Wachovia Bank in Norfolk, VA. He attended school at Champlain College and Ashford University and, in 2010, relocated to Wisconsin to be closer to family. In 2011, Jeremy became a Financial Advisor with Morgan Stanley Smith Barney in Green Bay. After earning the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning, he joined Heritage Financial Partners as a Financial Planner and Partner.

Jeremy is very active in his community, currently serving as an Assistant Scoutmaster in Boy Scout Troop 1039; the Master of Washington Lodge #21 F&AM of WI; and member of Veterans of Foreign Wars (VFW) Post #2113. He is a Vigil Honor Member of Tom Kita Chara Lodge #96 and member of the National Eagle Scout Association (NESA). Jeremy and his wife, Emily, reside in De Pere, WI, along with their two children, Kyleigh and Jeremy. In his spare time, he enjoys traveling, golf, boating, and about any activities his kids are involved in.


Favorite food: Steak..potatoes..corn

Best piece of financial advice received: “The best moves are usually boring”

Favorite quote: “For those who fight for it, life has a flavor the protected will never know”

Hidden talent: Plays 6 string acoustic guitar

Favorite book: Wild at Heart

Favorite movie: Band of Brothers

Favorite TV show: Gold Rush

Favorite holiday: Christmas

Biggest accomplishment: My Kids