Jeremy has always been committed to his clients and is vigilant in his responsibility to provide them with the best possible wealth management experience. His clients’ interests come first, and he believes in providing as much transparency and candor as possible about what he does, how he does it, and the investment industry in general. Jeremy believes in customizing an investment portfolio for every client. To that end, he takes the time to learn about his clients and their unique goals and objectives. Jeremy then develops a financial plan and investment strategy to help meet those goals.
Jeremy joined RBC Wealth Management in 2020 after working as a senior financial advisor and senior vice president of investments for Wells Fargo Advisors from 2016–2020 and as a private wealth manager with Goldman Sachs from 2010–2016. He has enjoyed acting as an advisor, planner and strategist for others at every point in his career. He finds the relationship between financial markets, the economy, and human behavior in these sectors fascinating.
Jeremy graduated summa cum laude from Saint John’s University with a major in business management and a minor in Asian studies. He later received his MBA from the Kelley School of Business at Indiana University with a triple major in finance, accounting and management. Jeremy has passed the Series 3, 7 and 66 exams.
Education and music are two of Jeremy’s passions. He is a former board member for Reading in Motion, a Chicago-based organization that partners with schools and teachers to deliver a music and drama-based reading curriculum. He is also involved with Friends of Pulaski at his son Jack’s school. Finally, Jeremy is a significant contributor to the Chicago Youth Symphony Orchestra.
Prior to a career in finance, Jeremy spent eight years as the bass player for Panoramic Blue, a touring rock band based in Minneapolis, Minnesota. Jeremy still plays in rock cover bands in Chicago. Jeremy and his wife Sarah met in college and have been together for more than 20 years. They have one son, Jack, and two dogs, Tim and Gary. In Jeremy’s free time, he loves to cook, read and build electric guitars. Jeremy also loves to travel and has visited every continent except for Australia and Antarctica (but is hoping to get to both someday).
