Personal
Jeremy was born in Colorado and lived in the state for 6 months as an infant (don't worry he considers himself a Colorado native). He grew up in Wisconsin and was raised to always work hard until the project is complete, to serve others, and to have fun doing it! Jeremy graduated from the University of Wisconsin – Stevens Point with two Bachelor of Science Degrees in Financial Accounting and Business Administration. He met his wife Molly in Wisconsin and convinced her to move west to pursue the active Colorado lifestyle. Molly is a professional photographer specializing in weddings, family portraits, and professional headshots. They are blessed with two young boys, who Jeremy hopes will join his business in the future.
Jeremy is often saying "If I’m outside, I’m a happy man!" In his free time, he's an avid outdoorsman who enjoys camping, hiking, running and golfing. He has developed into a marathon runner and loves the consistency with training and the running community. He's also a sports fanatic who can often be found wearing the championship belt from his fantasy football titles. Jeremy has also started the journey of visiting every NFL stadium in the country. This was a tradition that started when he was 10 years old with his late father. Moving forward, Jeremy wants to involve his boys in this annual trip.
Our team looks forward to meeting you to help you "Create Confidence through Comprehensive Planning"
Mission and Vision
Helping our clients achieve their most important personal, professional and financial goals is achieved through a trusted relationship. Our team focuses on integrity, professionalism, and a deep understanding of personal finance... all while mixing in a bit of fun! We aim to impact the lives of those around us by aligning our client’s intentions with their actions.
Mission
Creating confidence through comprehensive financial planning.
Vision
Jeremy's team has committed is to staying relevant with the financial planning landscape so that they can create the most effective and suitable plans for those that they serve. Jeremy is building a multi-generational team that will allow their clients to navigate financial planning, for today and tomorrow. Cultivating long-term relationships is one of their top priorities and Jeremy believes that trust is a cornerstone of this relationship.
Areas of expertise:
Financial Planning
Retirement Planning & Income Strategies
Business Planning
Life Insurance Strategies
Disability Planning
Education Planning & Funding
Tax-Efficient Strategies
Investment Planning & Strategies
Lending a hand in my community.
The team is proud to support youth in two areas:
- Accelerate the search for better childhood cancer treatments while supporting families undergoing treatment
- Develop young leaders and improve financial literacy
Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Young Professionals Board of Colorado Young Leaders
I'm also been a board member of the Young Professionals Board of Colorado Young Leaders since 2018. "Our mission to cultivate a sense of purpose, passion and community in high school leaders across the state of Colorado."
Junior Achievement
I've been a Mentor with Junior Achievement since 2016. "Junior Achievement’s purpose is to inspire and prepare young people to succeed in a global economy."
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
