President, Financial Advisor
Jeremy is dedicated to developing lasting relationships and providing clients with the communication and guidance they need to craft their ideal retirements.
Jeremy got his start in the industry in 2011 and went to work for Ocotillo Wealth Management in 2017. As a leader of the firm, Jeremy works each day to ensure every solution and strategy he creates is tailored to the unique needs, dreams and concerns of his clients. Jeremy also works with his team to ensure clients’ plans don’t just account for the near future; he understands the importance of legacy planning and helps clients build plans designed to last for generations.
Jeremy has passed the Series 65 securities exam, holds life insurance licenses in Arizona and Colorado, and has a bachelor’s degree.
Jeremy received the Advisors Excellence Award in 2012, 2013, 2014 and 2015. He also received the Elite Advisor Award in 2015 and 2016 and the Gold Eagle Membership in 2015.
Jeremy resides in Chandler, Arizona, and is a third-generation Arizonan. He and his wife, Jessica, have three children: Anders, Mara and Tenley. When he isn’t coaching his children’s sports teams, Jeremy enjoys traveling, hiking and fishing.