Jere helps his clients define, pursue and sustain their financial goals. As a trusted advisor, Jere is relentless in understanding each unique client’s goals, educates them on what’s possible and assists them in making financial decisions. Through time he helps clients keep a sustainable plan by making needed adjustments. He has over 7 years of experience and holds CFP and CLU designations.
3319 Terrace Ct.
Wausau, WI 54401