Veritas’ owner is Financial Advisor-Coach Margaret Wittkopp. A graduate from Alverno College, Milwaukee, Wisconsin, Margaret holds the BS degree in Business and Professional Communications. She has been in the financial services industry for over 18 years, is licensed in Investments, Life, Health and Legal Insurance and also is a Certified Financial Educator. Margaret is well-know in the community—a member of Rotary, a cantor at St. John the Baptist Catholic Church, a performer in Plymouth Arts Foundation programs, and a sponsor of many community events. She enjoys spending time with her grandchildren and her horses--sometimes both at once.
Financial Advisor-Coach Jeremy Burr majored in Economics and then went on to earn a Masters Degree in Quantitative Financial Economics. In addition to investment coaching he is an Enrolled Agent and brings tax expertise to the Veritas team. He has served in several civic organizations, including Kiwanis and the Jaycees. An avid outdoorsman, he especially enjoys ice fishing. Jeremy is married and the father of a baby boy.
