Jeremy joined the Lumen Wealth Group, an affiliate office of Crux Wealth Advisors, in 2019 as a Financial Advisor who focuses on business development and client relations.
His objective in each client meeting is to listen attentively to their needs, carefully diagnose their situation, and offer ideas and strategies that will meet their immediate requests as well as provide suitable solutions for the long-term. He enjoys educating others on the complexities of the financial planning process to empower others and confidently prepare them with unique strategies to help achieve their goals.
Jeremy began his career in finance in 2011 with Fraser Financial, an agency of Mass Mutual. During his tenure with Fraser, he focused on risk management planning with an emphasis on life, disability, and Long-term care insurance, saving for college and higher education expenses, and retirement planning.
Jeremy earned his Bachelor’s Degree from the University of Colorado, and his M.B.A. from the University of Southern California.
I focus my time outside of the office on my family and friends. My wife, Julia, and I live in Los Angeles, with our son, Nathan. As a family, we enjoy taking hikes and being outdoors whenever possible. I love to play tennis, basketball, and attend live music events. I’m also a big sports fan, and I’m loyal to many of the Los Angeles teams: Lakers, Dodgers, Rams, and the Kings. I also closely follow my alma maters, the U.S.C. Trojans and Buffaloes from the University of Colorado in Boulder.
I am fortunate to have a fantastic family, great friends, and a career that I love. The passion that I have developed for my work started from an earlier age when I spent many weekends with my father at U.S.C.’s County Hospital in Los Angeles. My dad was an Orthopedic Surgeon, and I had the unique opportunity to observe essential parts of the medical profession. I learned many lessons in service, follow-up, and care, and those stuck with me from childhood. Today, I consider those some of the most valuable lessons and qualities that I adopted to my work ethic and business.