Client Relationship Manager, Registered Representative
What’s your dream for the company?
I want Keystone to be the leading Financial Planning presence in Northern Colorado with name recognition as the Go-To Firm!
What are three words people use to describe you?
Dependable, Outgoing, Tactical
When you are not working, what do you care about most?
My Family and Friends, Martial Arts, Church Youth Group Volunteer, and My Denver Broncos!
What’s your financial journey?
Jeremy is the Client Relationship Manager and Registered Representative in charge of providing skilled advice and timely responses to client inquiries and planning needs. His mission is to provide exceptional customer service to all clients and anyone who engages Keystone for financial advice through utilization of industry knowledge and tactical advice pertinent to each individual’s evolving financial needs.
Prior to joining Keystone, Jeremy served as a Financial Advisor with Edward Jones in Loveland, Colorado where he focused on portfolio creation and client development. Before joining the investment industry, Jeremy was an accountant for both Poudre School District in Fort Collins, Colorado and Greeley-Evans School District where his ability to create efficiency and manage large amounts of data and money proved useful for many years.
Jeremy has been a dedicated, lifetime learner and is a proud Alum of Fort Lewis College where he earned his bachelor’s degree prior to earning his MBA from Keller Graduate School in Illinois. He also holds a certification of Accredited Asset Management Specialist, AAMS® and continues to pursue educational goals.