The days have passed when many people simply put their money in the bank and felt comfortable heading into a long, full retirement. Making educated financial decisions is what Jeremy assists his clients with in all areas of their financial picture. This is a complex financial world we live in and he works with a network of professionals to make sure all of your financial concerns are addressed. The goal is that Jeremy's clients achieve what they see and desire in their financial picture and he assists in providing financial organization and balance.
Jeremy was raised in Tracy, went to Lammersville School, and graduated from Tracy High in 1991. He participated in 4-H, soccer, most things outdoors, and he was the FFA president in his senior year. Jeremy received a Bachelor's of Science in Wildlife Management with an emphasis in statistics. He attended Colorado State University for 2 years where he took graduate level statistics and advanced mathematics. His love for numerical puzzles and desire to help people manage their finances opened a door with one of the fastest growing financial firms in Hawaii.
Jeremy has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. He also currently has Series 7 and 66 securities registrations held through LPL Financial, along with his life health and long-term care certifications. Jeremy is certified with the California Tax Education Council to prepare taxes in California.
When Jeremy is not doing something financial-related, he is most likely walking his Rottweiler, or you will find him in the ocean either to fish, swim or just enjoy the water.