About Us: Our Team

We are here to understand your True Purpose for Money for your American Dream

Discovering your true purpose for money and for your life transforms everything about your experience of investing. Living the life you love is the American Dream.

Meet the team members at the core of our business. We deliver financial education and coaching, communication, and support for your assets and investments.

 

MARGARET WITTKOPP, Founder and Chief Coach

Main Office: 920-893-5262
Fax: 920-893-5689

E-mail: margaret.wittkopp@veritasinvesting.com

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’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), licensed in 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.


JEREMY BURRI, Investment Adviser Representative

Main Office: 920-893-5262
Fax: 920-893-5689
Mobile Phone/Oshkosh: 920-251-4862
E-mail: jburri@veritasinvesting.com

Jeremy Burri is a Financial Advisor Coach. He also is a Registered Investment Advisor (RIA) in the state of Wisconsin. Jeremy is also a Tax Advisor / Enrolled Agent and has been involved in the Wisconsin Society of Enrolled Agents.

Jeremy’s true purpose for money is Hope. With hope, all things remain possible. He believes the American Dream is Alive and Well. The American economy still provides the opportunity for anyone to achieve great things with discipline, hard work, and creativity.

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 Master’s Degree in Quantitative Financial Economics.

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 and camping. He competes in the North American Ice Fishing Championship series.

Jeremy lives in Oshkosh with his wife Lesley, and their sons, Cedric and Carter.


Jim Rosetti, Marketing and Media Specialist

Main Office: 920-893-5262
Fax: 920-893-5689
E-mail: info@veritasinvesting.com

Joining the Veritas Team, Jim has found a committed group of professionals dedicated to the empowerment and education of families toward peace of mind and understanding of their financial investments.

Through his phone outreach, Jim has seen many families have yet to discover the transformation occurrence taking place in the investment industry. He absolutely believes the American Dream is Alive and Well and is just as viable and alive as ever before. He is committed to maximizing a family’s true purpose for money and investing through his continued client contact.

Away from work, Jim enjoys entertaining folks with his guitar and singing voice at various venues and special events.


Lesley Burri

Main Office: 920-893-5262
Fax: 920-893-5689
E-mail: lburri@veritasinvesting.com

Prior to working for Veritas, Lesley worked for Mercury Marine in the finance department for almost 17 years where she held many roles including Inventory and Cost Accounting Manager and Racing Business Unit Controller.

Lesley’s true purpose for money is family and faith.

Outside of work, Lesley enjoys spending time with her boys, Cedric and Carter, and her husband Jeremy. She enjoys going to the boys sporting events and many outdoor activities including walking, biking, swimming, cross country skiing, and campfires.

Lesley graduated from UW – Stevens Point with a degree in Managerial Accounting and has an MBA from UW – Oshkosh.   Lesley also has a CMA(Certified Management Accounting) certification.