Jeremy began his career as a financial advisor in 1999. He provides advice
to high-net-worth individuals and institutional clients on investment policy,
selection of investment advisors and ongoing money manager due diligence,
including performance evaluation and reviewing the strategic and tactical
asset allocation. He graduated from Lewis & 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® 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.