Jeremy Willner is the founder and CEO of MAG Wealth Management. He is also a Financial Advisor and offers securities and investment advisory services through Cetera Advisor Networks. A native of Eden Valley, Minnesota, Jeremy received a Bachelor of Science Degree in Accounting from St. Cloud State University in St. Cloud, Minnesota. He began his career in 1993 at PrimeVest Financial Services, moved on to US Bancorp Piper Jaffray, and was a Senior Vice President of Sales for Intrepid Capital Management. In 2003, Jeremy founded Willner Financial Services and in 2005 renamed the Firm to The Managed Assets Group, LLC, now MAG Wealth Management.
Jeremy built the company on solid principles of hard work, honesty and integrity. He has always believed that if you respect and treat people honestly you will be rewarded. Jeremy also believes in hard work as evidenced from his jobs growing up as well as graduating from St. Cloud State University in just three years with a Bachelor of Science Degree. He has always had the belief that you will get out what you put in.
Jeremy lives the Firm’s Mission Statement: Simplifying our Clients’ financial lives…so they can focus on what matters most to them. He listens to his clients to understand their long term goals and dreams and then develops a personalized plan to work toward those goals and dreams.
Jeremy resides in Richmond with his wife Janene, their son Xander, daughter Raevon, and two dogs (Malibu and Swag). They also have a son Hayden who is attending St. Cloud State University. Jeremy has a passion for cars, and enjoys spending as much time as possible with his family, traveling, fishing, and hunting.
GET TO KNOW JEREMY
Favorite Food: Pizza and Red Wine
Favorite Movie: No #1, but one of my most enjoyable things to do
Favorite Book or Author: The Ultimate Gift by Jim Stovall
What motivates you: Family
Favorite Quote: “A day of delay is a day of decay”, Dr. Robert Cialdini