Jeremy specializes in assisting clients in all aspects of financial planning, investments, and insurance needs in an effort to help them achieve their financial goals.
Credentials
Jeremy began his career in the financial services industry in 2011. Jeremy holds his Series 7 & 66 securities registrations as well as Life and Health licenses. He graduated with a Bachelor's and Master's Degree in Music Education from Doane College. Jeremy has also received his Business Management certification in Financial Planning.
Passions
Along with his love of music, Jeremy enjoys serving in his church, playing basketball and spending time with his wife Leslie and their three children, Milo, Annie and Asher.
Locations
1620 Dodge Street
Omaha, NE 68102
3815 Denmark Drive
Council Bluffs, IA 51501
2421 West Broadway
Council Bluffs, IA 51501
508 Court St.
Harlan, IA 51537
It’s my goal to know that not only did I help my clients sleep at night with their investment decisions, but that I also can sleep at night knowing I did what’s right for them.