Jeremy Mellberg, co-founder of Ocotillo Wealth Management, is dedicated to building long-term relationships through clear communication, education, and uncompromising client service. His mission is to stand apart by helping clients make confident, well-informed financial decisions.

As a Registered Investment Advisor, Jeremy believes that in today’s rapidly changing financial landscape, one principle never changes: always put the client’s interests first. He focuses on personalized planning, transparency, and doing what’s right every time. At the end of the day, Jeremy measures his success by the success of the families he serves.

Jeremy has been recognized with multiple industry honors, including the Advisors Excellence Awards (2012–2015), Elite Advisor (2015, 2016), and the Gold Eagle Membership (2015).

A 3rd-generation Arizonan, Jeremy lives in Chandler with his wife, Jessica, and their three children: Anders, Mara, and Tenley. When he isn’t coaching his children’s sports teams, he enjoys traveling, hiking, and fishing.