Our Team

Jeremy Marshall

Jeremy's financial planning practice focuses on investment and protection products to help members pursue their financial goals. His planning utilizes asset allocation analysis, retirement income projections and insurance/estate planning. Jeremy works extensively with individuals, families and small business owners. He is knowledgeable about the State of Wisconsin Retirement System, the Wisconsin Employee Trust Fund (EFT) and Social Security.

Education

University of Wisconsin-Madison
BS, Economics 2005

Experience

Jeremy has worked in the financial services industry since 2005.

Contact

To schedule an appointment with Jeremy, please call 608-232-5000, ext. 2107, or email jeremy@uwcuinvestmentservices.org