about
We Are Your Dedicated Coach

Guiding You Toward Financial Prosperity

At our firm in Plymouth, WI, we believe that financial success is about identifying your goals in life and supporting that vision. As independent financial advisors that work in-person and virtually, we specialize in creating positive relationships with money through investment management, strategic financial planning, and collaborative tax planning with trusted CPAs. We prioritize the American Dream Experience, emphasizing education and gentle enhancements that enable our clients to achieve their goals. Our mission at Veritas Financial Services is to help people across the country foster a deeper understanding of – and a positive relationship with – their finances.

Your Goals, Our Expertise

About Our Financial Firm

With the use of modern technology, our financial coaches help clients anywhere in the U.S. navigate the confusion of the investment industry through our focus on personal, educational experiences, helping them discover a world of investing based on scientific principles.

Core Values

Truth

Honesty

Integrity

Empowerment

Respect

Partnership With Matson Money

Discover the truth about investing with Veritas Financial Services and Matson Money. Together, we apply evidence-based academic principles to real-life investing. Real people, real returns with impact wealth growth and financial stability, allowing you to achieve peace of mind.

Videos By Matson Money

Our Team

Margaret Wittkopp, Founder & Chief Coach

Margaret Wittkopp,
Founder & Chief Coach

Contact:
Main Office: 920-893-5262
Fax: 920-893-5689
E-mail: margaret.wittkopp@veritasinvesting.com

About Margaret:

Margaret Wittkopp is a Financial Advisor Coach and the owner of Veritas Financial Services. She also registered as an Investment Adviser Representative (IAR).

Margaret’s true purpose for money is to have a positive impact on life, to fulfill the life and blessings that God has given her. She believes the American Dream is alive and well, and will continue financial coaching as long as human beings can dream and build a life worth living.

She loves spending time with her grandchildren and her horses, but more so when they are both together. “I love seeing the development of a child as they learn to ride a horse.”

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) as well as Life and Health Insurance. Margaret also holds the Certified Financial Educator designation (CFE) 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.

Asneth Omare, Investment Adviser Representative

Asneth Omare,
Investment Adviser Representative

Contact:
Main Office: 920-893-5262
Mobile Phone: 651-235-3525
Fax: 920-893-5689
E-mail: aomare@veritasinvesting.com

About Asneth:

Asneth Omare is a Financial Coach at Veritas Financial Services. She also registered as an Investment Adviser Representative (IAR).

Asneth’s true purpose for money is to help others achieve their dreams in life. Asneth believes that money is interwoven into everything in life and that peace of mind around money and investing allows people to dream and make those dreams come true.

Asneth came to Veritas Financial Services as a client after attending an American Dream Experience and found the work we do compelling enough to change her career.

Asneth holds a Bachelor of Science in Statistics and Computer Science from Jomo Kenyatta University of Agriculture and Technology in Nairobi, Kenya. She is a graduate of the Master of Arts in Nonprofit Management from Hamline University. She is licensed in Investments (series 65).

Before joining the team, Asneth spent close to 16 years at various Minnesota nonprofits, leading teams of up to 50 people and managing $18M+ projects. She currently also works as a program supervisor for the State of Minnesota.

Asneth is involved in the community and is currently on the board of directors of the Lazarus Project in Minnesota. In the past, she has served on various nonprofit boards and community advisory groups in healthcare, public health, and education.

Asneth lives in Brooklyn Park, Minnesota with her son, Tyler; with whom she enjoys cooking, traveling, and hanging out with.

Jordin Nupats, Admin

Jordin Nupats,
Admin

Contact:
Coming soon!
About Jordin
Jordin Nupats is the Admin at Veritas, where she oversees the day-to-day operations of the business, ensuring that everything runs smoothly behind the scenes. In addition to managing office operations, she is also responsible for coordinating events and supporting clients by ensuring that transactions are processed efficiently.

Jordin’s journey with Veritas began when she realized the financial industry didn’t align with her values. She knew deep down that there had to be a better, more transparent way to manage money. Her position at Veritas became her gateway into the world of financial coaching, as she sought the truth about how money really works.

Inspired by her own experiences, where she felt misled by traditional banks and financial systems, Jordin is motivated to help others learn about their financial options and navigate the complexities of their financial lives. With a wealth of life experience spanning over 16+ years in various industries, including 4+ years in the medical field and 2+ years in nonprofit, Jordin has a strong foundation in problem-solving and overcoming challenges. She also holds an associate’s degree in Paralegal Studies, with a focus on metadata and e-documents.

Raised by two business owners, Jordin has a deep understanding of what it takes to run a successful business. Currently, she is pursuing her Series 65 license to become a financial coach with Veritas, where she hopes to further assist clients in achieving their financial goals.

Jordin’s favorite part of her work is building relationships with clients, becoming someone they can trust with their finances, and supporting them as they work toward their financial dreams. She believes that financial literacy doesn’t have to be scary, and that anyone can learn how to make educated decisions about their money with the right guidance.

When she’s not working, Jordin enjoys spending time with her three wonderful kids, being with horses, and practicing Brazilian Jiu-Jitsu with her husband.

Rosetti, Support Staff

Jim Rosetti, Support Staff

Contact:
Coming soon!
About Jim:

Coming soon!

Wealth Management in Plymouth, WI

Raschel Biagioli, Organizational Consultant

Raschel Biagioli, Organizational Consultant

Contact:
Coming soon!
About Raschel:
Raschel Biagioli is an Organizational Consultant with Veritas, specializing in creating structure and efficiency within businesses. She ensures that Veritas’ internal operations continuously evolve to support greater productivity, seamless events, and well-organized systems.

Raschel first met Margaret in Chicago at a personal development course, and the two quickly connected. Initially assisting Margaret with home organization, their collaboration expanded into Veritas, where Raschel now helps refine both physical organization and standard operating procedures. She also plays a key role in event operations, ensuring that Veritas’ presentations and gatherings run smoothly from start to finish.

Before joining Veritas, Raschel served as the COO of a nonprofit before launching her own business. Now, she brings her expertise in systems, structure, and organization to help Veritas provide exceptional experiences for both staff and clients. She thrives in an environment built on integrity and loves working with a team dedicated to moving their dreams and goals forward.

When she’s not at Veritas, you can find Raschel throughout southern Wisconsin, organizing kitchens, teaching Feng Shui, and guiding clients through transformative techniques.

Rose Manyvanh, Financial Services Intern

Rose Manyvanh, Financial Services Intern

Contact:
Coming soon!
About Rose:
Rose Manyvanh is a Financial Services Intern at Veritas, where she plays a vital role in office support, administrative tasks, event assistance, and day-to-day operations. Her goal is to help the team stay focused on their roles by providing seamless support, ensuring they have the time and clarity to serve clients at the highest level.

Growing up behind the scenes of her mother’s business, Rose naturally followed in her footsteps. Inspired by her mother’s dedication and entrepreneurial spirit, she brings the same passion, commitment, and drive to everything she does. As an office motivator, she strives to go above and beyond expectations, always looking for ways to contribute and make a meaningful impact.

Rose is currently pursuing a degree in Business Administration with a minor in Entrepreneurship. Her time at Veritas has already deepened her understanding of financial services, helping her challenge the common misconception that money should be a taboo topic. She’s learned that financial knowledge is power—and that being proactive about money can open doors to greater confidence and opportunity.

Outside of work, Rose has a wide range of hobbies that keep her active and creative, including skateboarding, aerial arts, and playing the viola.

Take control of your finances with our personalized services designed to meet your unique needs. Call 920-893-5262 or email admin@veritasinvesting.com to contact us today.

Financial Planning

Resources

Investment Coaching

Veritas Financial Services
506 E Mill Street
Suite 101
Plymouth, WI 53073

Call: 920-893-5262

Email: admin@veritasinvesting.com

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Business Hours
Monday – Friday: 9:00 AM to 4:00 PM
Saturday & Sunday: Closed