Client Relationship Manager, Registered Representative
Jeremy is our Client Relationship Specialist, Registered Representative. He is eager to provide exceptional service to all of our clients through account management and review processes.
He is a Loveland native and comes to us with a background in Accounting and Finance. Having completed his MBA, he has served in previous roles as an Accountant with various public-school districts in Northern Colorado and as a Financial Advisor with Edward Jones.
While away from the office Jeremy is an avid archery hunter, fisherman, and enjoys spending time with his wife and learning Tae Kwon Do with his three children.