Our Team

Jeremy Pinnow

Founder/Financial Advisor

Describe yourself in three words.

Driven. Trustworthy. Knowledgeable.

What path brought you to run your own business?

The lessons I learned working in my family’s pharmacy left a lasting impression on me. Because of those experiences, I was drawn to running my own business. I wanted to be in control of my future, and have accomplished that by working hard, following the advice of other professionals and small business owners, and keeping the customer at the center of every decision I make.

What is your most significant accomplishment as a professional?

Assisting my clients as they prepare for and navigate the transition into retirement. There is no better feeling than seeing someone live the life they’ve hoped for and worked so hard to achieve.

What do you like to do when you're not working?

I enjoying spending as much time as possible with my family—especially coaching my children’s basketball teams, taking my wife out on dates, running, and attending UW Badger basketball games.