Jeremy has been serving as an advisor to his clients since 2009.  He uses a comprehensive financial strategy for successful individuals, families, and businesses in the Chicagoland area and around the country.  His services include collaboratively working with his clients on advisory services, asset management, protection planning, retirement and estate planning. 

Jeremy graduated from Illinois State University in 2009 with a degree in economics. He currently resides in River Forest with his wife, Kit and his two boys, Tommy and Ryan.  They all enjoy being outdoors, spending long weekends in Lake Geneva, attending Chicago sporting events, and staying active in their community.  He also spends as much time as he can on the golf course.