Jeremy joined First Investments & Planning in 2010 and is responsible for leading retail brokerage operations, supervision, strategy, and Broker/Dealer partnerships throughout the organization.
Jeremy has been in the investment services industry since 1998, holding various leadership roles in brokerage operations and compliance, including a number of years as a Financial Advisor.
Jeremy graduated from the University of Nebraska-Lincoln with a Bachelor’s degree in Business Administration. He currently maintains his Series 7,63, 65, & 24 securities registrations along with state Life and Health Insurance licenses.
Jeremy enjoys golfing, fishing, snowboarding, and spending time with his wife and four children. He has a passion for giving back to his community through youth mentorship and leadership through the Boys Scouts of America and supports various charitable organizations including First National Bank’s annual Habitat for Humanity build.
14010 FNB Parkway, Suite 420
Omaha, NE 68154
I really value helping clients and co-workers achieve the financial goals that are most important to them and their families.