Before joining the Lumen Wealth Group team, Jeremy completed his Bachelor’s Degree at the University of Colorado, and his M.B.A. at the University of Southern California (U.S.C). His career in Finance began in 2011 when he joined Fraser Financial, an agency of Mass Mutual. During his tenure with Fraser, he learned the importance of risk management planning with an emphasis on Life, Disability, and Long-Term care Insurance, saving for college and higher education expenses, and Retirement planning.
Realizing his growing client needs and understanding the importance of acting in a Fiduciary capacity, Jeremy expanded his focus to all areas of Financial Planning and Wealth Management. His objective each meeting is to listen attentively to the needs of his clients, carefully diagnose their situation and offer ideas and strategies to meet their needs today and in the future. He also enjoys educating those that he works with on how the Financial Planning process works, so they walk away empowered and confident in the unique strategies implemented to help them achieve their goals.
Jeremy was born in Oxford, England, the son of an Orthopedic Surgeon. He spent many weekends with his father at USC’s County Hospital in Los Angeles, observing important parts of the medical profession. The lessons he learned in service, follow up, and care, would become one of the most valuable assets to Jeremy’s business model today.
In his spare time, Jeremy enjoys spending time with friends and family, hikes with his wife, Julia and sons Nathans & Liam, playing tennis, shooting hoops, and attending live music. He is a big fan of his hometown LA Lakers, USC Trojans, Dodgers, Rams, Kings and his alma mater University of Colorado in Boulder Buffaloes*.
Raymond James is not affiliated with the above organizations and/or charitable causes.