By building a deep rapport with clients, Jeremy believes he can better understand their goals and thus better serve their overall financial needs. With this primary objective top of mind, he and the team make a concerted effort to develop lasting connections with clients and their families. The result is an integrated approach to managing wealth, one that is not limited to any specific planning method, but instead focuses on providing the tactical solutions that are specific to an individual’s situation.
Jeremy typically serves as the initial point of contact for most clients. He understands that success isn’t just measured by returns or assets under management, but also by the relationships he and the team build. He is committed to managing the flow of business, including the transactional processes and thorough wealth planning.
After graduating from San Diego State University with a degree in Business Finance, Jeremy started his career in the retail bank division of Wells Fargo and then moved on to Bank of America. He then transitioned over to Banc of America Investments, joining the team in 2008, and played a critical role in transitioning the business to Smith Barney/Morgan Stanley in 2010. The team subsequently moved on to our current home at RBC Wealth Management in 2014. In addition to a finance degree & experience in wealth planning, Jeremy holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Jeremy and his wife, Jennifer, live in Encinitas with their son and daughter. Outside of work, Jeremy enjoys golf, mountain biking, snowboarding, recreational sports, and camping with the YMCA-Adventure Guides. He and his family also love being active in their community of Encinitas and spending time at local beaches. He proudly coaches youth sports teams and is an avid supporter of SDSU Aztecs basketball.