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 Volunteering, and My Denver Broncos!
What’s your financial journey?
Jeremy’s 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. Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® mark is the gold standard for financial planners and advisors. He also holds the certification of Accredited Asset Management Specialist, AAMS®.