Jeremy Weller

As a Wealth Advisor and Partner, Jeremy enjoys developing 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 financially balanced lifestyle. His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning.

Upon graduating high school, Jeremy enlisted in the United States Marine Corps where he honorably served from 1996 to 2004. He began as a machine gunner with the Marine Corps Security Forces counter-terrorism battalion, then served as an infantry Section Leader and Platoon Sergeant with the 8th Marine Regiment. He later transitioned to the Military Police field where he became a criminal investigator and received specialized training in interviewing, 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, Virginia. In 2010, he relocated to Wisconsin to be closer to family and, in 2011, became a Financial Advisor with Morgan Stanley Smith Barney in Green Bay. After earning the Chartered Retirement Planning Counselor℠ designation from the College of Financial Planning, he joined Heritage Financial Partners as a Wealth Advisor and Partner. He has since earned the CERTIFIED FINANCIAL PLANNER® certification.

A graduate of the University of Wisconsin – Madison, Jeremy holds a Bachelor of Science in Consumer Finance and Financial Planning (with distinction). He is active in his community and has served as an assistant Scoutmaster in Boy Scout Troop 1039 and Past Master of Washington Lodge #21 F & AM of WI. He is also a lifetime member of Veterans of Foreign Wars (VFW) Post #2113, member of the National Eagle Scout Association (NESA), and a Vigil Honor member of Tom Kita Chara Lodge #96.

Wisconsin native Jeremy and his wife of 25 years, Emily, reside in De Pere, WI. He has two adult children, Kyleigh and Jeremy, both currently pursuing careers as active-duty Marine Corps Officers. Outside of work, Jeremy enjoys golf, traveling, home remodeling, and playing guitar.

​