Investment Adviser Representative (retirement planner), lead business services & direct performance enhancing initiatives
Year Joined: 2014
Years of Professional Experience: 20+
What I love about Retirement Evolutions: The impact made on people's lives.
Places I've Lived: Chicago area (hometown), Tucson, AZ, & Phoenix, AZ
My Hobbies and Passions: Family time, being outdoors, learning and laughing.
Jeremy is a Registered Investment Adviser Representative who provides personal retirement planning and leads the business services arm of Retirement Evolutions. When not providing service to clients, he is leading strategic internal initiatives and implementing ways to improve client and team member experiences.
Jeremy's Professional Story
Jeremy and Jon have been very close friends since the college years. While transitioning after the sale of his previous business interest, Jeremy began doing consulting work with Retirement Evolutions to help improve operative systems. The beacon for his next vocational venture had to include the ability to enrich people's lives. Seeing firsthand how profoundly that was occurring each day at Retirement Evolutions, he couldn't deny the chance to be part of its bright future. In 2016, Jeremy earned his Series 65 license and Arizona health and life insurance certifications. He is proud to be able to pursue his passion of helping while leveraging a professional career with deep roots in implementing solutions and service to individuals and small businesses.
Jeremy's Personal Story
Jeremy grew up in the Chicago area and chased the sun to get a degree at the University of Arizona. After doing so, he returned to Illinois where over the next 15 years he would find joy in marrying his wife Jill, co-launching and growing a technology solutions company and watching his family grow to include his daughters, Alexa and Aleena, and son, Evan. Now back in Arizona (Phoenix), he and his family cherish doing any number of outdoor activities, attending the kids' games and performances and enjoying time with friends and family.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.