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
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
Mobile Phone/Oshkosh: 920-251-4862
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.