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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