By building a deep rapport with clients, Jeremy believes he can better understand their goals and thus better serve their overall financial needs. That is why 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 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 rather 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.
Jeremy joined the team in 2008, while at Bank of America Investments. In 2010, he moved with the team to Smith Barney/Morgan Stanley. Then in 2014, the team moved together to RBC Wealth Management. After graduating from San Diego State University with a degree in finance, Jeremy started his career in the retail bank division of Wells Fargo. He subsequently moved to Bank of America Investments, before RBC Wealth Management. In addition to a finance degree and experience in wealth planning, Jeremy holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Jeremy and his wife, Jennifer, live in Encinitas with their son, Beckham, and daughter, Brynn. Outside of work, Jeremy enjoys golf, snowboarding, mountain biking, hiking and recreational softball/ football. He proudly coaches youth sports teams and supports SDSU Aztecs basketball. Jeremy and his family also love being active in their community of Encinitas and spending time at the beach.