Biography
A member of Accredited’s Wealth Management group, Jeremy is responsible for developing and directing client planning strategies. He also leads staff recruitment efforts, identifying talented professionals to best serve clients’ long-term needs.
Jeremy specializes in assisting clients with debt management strategies, vehicle transactions, and is a member of the Financial Therapy Association and the Association for Financial Counseling and Planning Education.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of St. Thomas – B.A. in Business
• Kansas State University – M.S. in Personal Financial Planning
• Accredited Financial Counselor™
• Certified Financial Planner™
How do you spend your life wisely?
I spend my life wisely by focusing on fitness, family, finance, and fun. Fitness keeps me healthy, motivated, and disciplined and includes running, cycling, paddle boarding, yoga, etc. Family time for me is about connection and striving to be the best dad I can be. Finance is what I enjoy learning and how I can be of service to others. Fun is spending time on the water, traveling, football, golf, music, books, movies, great friends, and most certainly appreciating nature.
“You can keep going and your legs might hurt for a week or you can quit and your mind will hurt for a lifetime.”
Mark Allen, Six-Time Ironman World Champion
