Jeremy serves as a Wealth Manager, working directly with clients to develop and implement cohesive financial plans encompassing all aspects of a healthy financial life. He focuses on investments, retirement planning, tax planning, risk management, employee benefits, charitable, and estate planning.
Prior to joining Creative Planning, Jeremy worked for an independent wealth advisory firm where he served high net worth individuals and families. With more than 10 years of experience in the financial services industry, Jeremy's holistic approach begins with a thorough understanding of clients' circumstances to provide a customized plan to help achieve their goals.
Jeremy received his Master of Business Administration degree from Hamline University and Bachelor of Arts in Economics degree from the University of Minnesota. Jeremy is also a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards. He also holds the Chartered Financial Consultant designation from The American College of Financial Services.
Jeremy lives in St. Louis Park with his wife and their two boys, Gibson and Mack. He enjoys all things outdoors, especially mountain biking, Muskie fishing, and snowboarding. As an avid cyclist he can often be found racing mountain or fat bikes. He is also an active member of his mountain bike team and the Twin Cities Bicycle Club.