About Us

Our Team

Meet Our Team

Jeremy Brinkmeier

Jeremy has been a dedicated professional in the financial services industry since 1997, bringing decades of experience and a commitment to helping clients achieve their financial goals. Known for his passion for efficiency, Jeremy leverages the latest technology to streamline processes and enhance client service. He expertly crafts financial plans for clients and runs the presentations.

 

Outside of work, Jeremy enjoys spending time with his wife, Cheri, and their two lively border collies. When he’s not busy with family or pets, you’ll likely find him out on the open road, enjoying his favorite pastime — motorcycle riding.

Martin Rosenthal

With a career in financial services dating back to 1997, Martin brings both experience and a unique educational background to his work as a financial advisor. Prior to entering the financial industry, Martin spent 10 years as a mathematics educator, where he developed a passion for teaching and guiding others — a passion he now brings to helping clients understand their financial strategies. Martin is dedicated to presenting plans that align with each client’s goals.

Outside of work, he enjoys time with his wife, Maria, his three children, Jeremy, Jordan, and Jenna, and his grandson, Brayden. Family travel is a favorite pastime, and they make the most of every opportunity to explore new places together.