Jeremy began his career as a financial advisor in 1999. He provides advice to high-net-worth individuals, as well as to institutional clients on investment policy, selection of investment advisors, and ongoing money manager due diligence, performance evaluation and reviewing the strategic and tactical asset allocation. He graduated from Lewis and Clark College in 1999 with a bachelor’s degree in business and was also a four-year letterman in football. Jeremy has earned the Certified Investment Management Analyst (CIMA®) designation from The Wharton School of Business at the University of Pennsylvania. Born and raised in Bend, Jeremy enjoys a broad range of outdoor activities with his wife, Amy.