Huber Financial is Growing!

Meet the latest additions to the Huber Financial team.

Jeremy S. Joseph, CFP® – Wealth Advisor

Jeremy joined the firm in December of 2018. He works closely with his clients to create, implement and monitor their comprehensive wealth management plans. He holds a bachelor’s degree in Communication Studies from the University of Kansas and has more than 12 years of experience in the financial services industry. Jeremy has been a CERTIFIED FINANCIAL PLANNER™ professional since December of 2015. He now works on a Wealth Advisor team along with Bob Witt, CFP®, RICP® and Ed Cruickshank, CFP®.

He lives in Buffalo Grove, not far from the Lincolnshire office, with his wife, Sami, his son and daughter, Parker and Remi, and his boxer, Charlie. Jeremy enjoys spending quality time with the family at local waterparks and traveling to beach locations for some R&R. He is also a dedicated Kansas Jayhawks fan and an avid car enthusiast.

Maxwell C. Bodette, CFP® – Portfolio Manager

Maxwell joined the firm in January of 2019. He is responsible for trading, investment research and analyzing client portfolios. He holds a bachelor’s degree in Personal Finance from the University of Wisconsin, Madison. He is a Level II candidate in the CFA program and has been a CERTIFIED FINANCIAL PLANNER™ professional since December of 2014.

Max lives in the Andersonville neighborhood of Chicago with his wife and son. He is an avid Wisconsin sports fan and enjoys spending time outdoors during all seasons.

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Huber Financial Advisors, LLC (“Huber Financial”) is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is for general educational purposes only and is not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation. Any opinions expressed reflect the judgment of the authors as of the publication date and are subject to change. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to our Form ADV Part 2 for additional disclosures regarding Huber Financial and its practices.