Jeremy J Rivard | Modern Woodmen Financial Representative

Jeremy J Rivard

FIC
Photograph of Jeremy J Rivard

Jeremy J Rivard

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jeremy J Rivard

At work

At work

Why I do what I do

Why I do what I do

I chose this career because it’s all about helping others. I help my members plan for a secure financial future.

I serve members in…

the central and northeast regions of Wisconsin and the Upper Peninsula of Michigan.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

individuals, growing families, small-business owners, and those recently retired or retiring soon.

I attended…

the University of Wisconsin Oshkosh, where I attained a Bachelor of Business Administration in finance.

I chose Modern Woodmen because…

we are fraternal, and we give back to the communities we live and work in.

The best part of my career is…

being in a position to help families solve their short- and long-term needs, whether through planning for retirement or protecting against the death of a loved one with life insurance. It is all about making a positive impact with our members and the community.

“I serve members in the central and northeast regions of Wisconsin and the Upper Peninsula of Michigan.”

At home

At home

My life outside of work

My family includes…

my mother and father, Jennifer and William, an older brother, Nick, an older sister, Katelyn, my two triplet brothers, Jason and Jared, and finally my girlfriend, Lexi.

My greatest blessing is…

my family. I would not be where I am today without the support of my parents and the competitive drive that came with being a triplet.

My personal motto is…

to accept yesterday, embrace today, and plan tomorrow. "You can't start the next chapter of your life if you keep re-reading the last one."

Also…

I enjoy traveling to new places, whether it's locally in Wisconsin or to some place new in a different state (particularly Florida).

In the community

In the community

My local community impact

I have lived in my community…

since I graduated in 2018 from Oshkosh. My hometown is Menominee, Michigan, where I spent most of my life. I look forward to many more years in Wisconsin!

What I like best about my community is…

the new people I have come to know. People in the Fox Cities truly care about one another and give back to the community, which makes it great.

I’m a member of…

the Fox Cities, Greater Green Bay, Heart of the Valley and the Fox West Chambers of Commerce, through Modern Woodmen.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

enjoying social and educational opportunities with my local Modern Woodmen chapter.

Current insights

Is your teen going off to college this fall and feeling stressed about their finances? Share these five budgeting tips! 1. Set goals – Save for books, trips, and future expenses. 2. Track spending – Use apps or spreadsheets. 3. Budget smart – Try the 50/30/20 rule. 50% for needs, 30% for wants and 20% for savings. 4. Cut costs – Cook at home, split subscriptions with roommates. 5. Go for free – Attend campus events to save cash! I'm available to answer any questions!

Read more

Annual reviews are essential on the trail to financial freedom. I can help point you in the right direction. Let’s meet to review your savings and retirement goals and your life insurance coverage.

Read more

Before the back-to-school rush begins, let's take a moment to review your finances. We can reassess your monthly expenses, plan for school supplies and extracurriculars, and set savings goals. A little planning now can lead to a smoother, stress-free school year!

Read more

Looking for something to occupy your kids' time this summer? Have them learn about financial topics! Set up a time for me to meet with you and your kids. We can discuss important money topics, and I can answer their burning questions. In the meantime, check out our free financial literacy games! https://www.modernwoodmen.org/resource-hub/guidance-for-families/financial-literacy-for-kids/

Read more

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
Your financial goal(s)
I’m interested in learning more about:
How we use your information
Notice of collection for California residents
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

Cookie Settings