About us: Our Team
MARGARET WITTKOPP, Founder and Chief Coach
Margaret Wittkopp is a Financial Advisor Coach and the owner of Veritas Financial Services. She also is a Registered Investment Advisor (RIA) in the state of Wisconsin.
Margaret holds a Bachelor of Arts degree in Business Management and Professional Communications from Milwaukee’s Alverno College. She has been in the financial services industry since 1994. She is licensed in Investments (Series 7, 63, and 24), licensed in Life and Health Insurance. Margaret also holds the Certified Financial Educator designation (CFEd) and teaches workshops and classes.
Margaret is involved in the Plymouth community. She is currently a member of Rotary, and in the past, she served as a Rotary District 6270 Governor. Our Founder is also a cantor at St. John the Baptist Catholic Church, a performer in many Plymouth Arts Foundation presentations, and a regular sponsor of community events.
Margaret loves spending time with her grandchildren and her horses (sometimes both at once). Lastly, her missions are to educate people in the truths of investing and to help people move from a life of scarcity to one of abundance.
JEREMY BURRI, Investment Adviser Representative
Main Office: 920-893-5262
Mobile Phone/Oshkosh: 920-251-4862
Jeremy majored in Economics at the University of Wisconsin – Stevens Point, graduating Summa cum Laude in 2003 and earning the Distinguished Graduate Award. He also attended Oklahoma State University, earning a Masters Degree in Quantitative Financial Economics. In addition to serving as a Financial Advisor Coach, Jeremy is a Tax Advisor / Enrolled Agent and has been involved in the Wisconsin Society of Enrolled Agents.
Before joining the Veritas team in 2009, Jeremy ran his own practice in Oklahoma for 2 years (2006-2008) and served as an Investment Representative at Richard Belke Associates in New Holstein, WI, for 3 years (2003-2006). He has served as an adjunct economics instructor for Fox Valley Technical College, Lakeshore Technical College, and Mid State Technical College.
Throughout his travels, Jeremy has been involved in civic organizations such as Circle K and Kiwanis, and is currently a Rotarian. Formerly, he was involved in the Oshkosh Jaycees.
An avid outdoorsman, Jeremy especially enjoys ice fishing. He competes in the North American Ice Fishing Championship series, and in 2010 & 2011 he and his fishing partner placed 3rd overall.
Jeremy lives in Oshkosh with his wife Lesley, and their son, Cedric.
Before joining Veritas in April 2015, Vicki worked at an accomplished funeral home for eight years. At the funeral home Vicki was an event coordinator. Vicki implemented the computer base program that the funeral home currently uses. She also worked consistently with the State preparing Legal papers for the funeral home.
In 2012 Vicki received a 4.0 while obtaining her AA in Human Resources from Lakeshore Technical College. She continued on in receiving her Life Insurance license through the state of Wisconsin.
Vicki is an active member of her church and a long standing member of Plymouth Professional Business Women. Vicki lives in Plymouth with her son Eric and her dog Nellie.
MARK BAUMANN, Legal Shield Consultant
Mobile Phone: 920-980-0106
Mark Baumann is a graduate of South High School and Lakeshore Technical College. He served as a Journeyman Tool & Die maker for 30 years and was in management for 8 years. Mark has been an Independent Associate for Legal Shield since 2006, helping protect Family & Business rights.
Mark has taken special courses on handgun training from Front Site and the NRA. He is an avid International Defensive Pistol Association (IDPA) shooter. He is also setting up a safety program at his church in Plymouth, WI. Mark is on the Deacons board and also runs the Ushers and Greeters committee at his church. He also enjoys hunting, fishing, camping, and kayaking with his wife Chris of 25 years. They have 5 children and 17 grandchildren.