About Jeremy

Jeremy specializes in holistic financial planning and wealth management for individuals, families, and businesses. This includes, insurance planning, estate planning, retirement planning and investment management.

After growing up in the Mojave Desert, Jeremy sought refuge from the sun and the heat by heading to the Pacific Northwest. He studied at Oregon State University and earned a bachelor’s degree in Managerial Economics along with an MBA in Wealth Management. He loves English Mastiffs, fishing, general aviation, and spending time with a handful of his closest friends and family.

What do you enjoy most about your career in wealth management and financial planning?

It offers a lot of autonomy and independence, and the work is rewarding. I get a lot of satisfaction through helping people meet their financial and life goals, so going to work every day is something I look forward to.

Do you have a personal investment philosophy?

Every client presents a unique set of challenges and opportunities depending on their life situation, goals, and time horizon. I truly believe that good wealth strategists and financial planners can create a lot of value for their clients. As opposed to using actively managed and potentially tax inefficient mutual funds, I am an advocate of passive investing, indexing strategies, and using low-fee ETFs and mutual funds to meet client objectives.

I believe in building long-term relationships with my clients, and communicate with them regularly to be a resource, build trust, and to increase the likelihood that we meet their defined goals.

3 books Jeremy thinks everyone should read at least once

Economic Facts and Fallacies by Thomas Sowell
Follow the River by James Alexander Thom
Economics in One Lesson by Henry Hazlitt

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