Jeremy Oney

Jeremy is a dedicated financial advisor helping clients reach their goals through comprehensive, personalized planning. He takes a holistic approach when working with individuals and families to understand their needs, build long-term relationships, and provide clarity and confidence across all areas of their financial lives. Jeremy graduated from the University of Wisconsin – Platteville with a bachelor’s degree in business administration, with an emphasis in finance and a minor in accounting. Before becoming a financial advisor, he spent three years as a registered client associate, gaining hands-on experience supporting clients and advisors throughout the financial planning process. This role gave him a strong foundation in client service, investment operations, and financial strategy – skills he now uses to help individuals and families pursue their long-term financial goals with confidence and clarity. Because your financial situation may at times be complex, our team, with your permission, will work directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. Jeremy lives in Stevens Point, Wisconsin with his wife, Rachel, and their dog, Sully. He is an active member of Holy Spirit Parish and values time with family and friends. Outside of work, he enjoys staying active through weightlifting, running, and playing golf. A passionate sports fan, he enjoys watching football and basketball. He has a strong appreciation for nature and makes it a priority to visit national parks whenever possible, combining his interests in travel, adventure, and fitness.