Jeremy works with clients focusing on retirement planning, portfolio management, and wealth distribution strategies. Through knowledge and experience, he assists clients with developing and implementing strategies to increase their probability of success in retirement.
Jeremy graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration in 2002. He joined John Hancock Financial Network after graduation and, from there, moved to Wealth Distribution Strategies in 2012. Jeremy has earned his Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations. He is an Investment Advisor Representative with Harbour Investments, Inc. and a Registered Representative with Harbour Investments, Inc.
In 2021, Jeremy received recognition from Harbour Investments, Inc., earning the Gold Achievement Award for extraordinary contribution and performance, awarded to the top 20% of advisors at the firm.
Jeremy and his wife, Stacy, live in Oregon with their two daughters, Eva (2012) and Emilie (2016). When he’s not working, Jeremy enjoys spending time with his family, traveling, sports and concerts.