Partner, Financial Planner
Jeremy has worked in the industry for over a decade following his graduation from Northwood University with a dual major in Finance and Management. He focuses on closely held business planning; including qualified and non-qualified plan design and implementation, key employee attraction and retention, and business continuation and exit strategies. Jeremy also works with individual professionals and families assisting them in the creation of financial blueprints to help organize and simplify their lives to make a meaningful impact towards their goals. Currently, Jeremy runs the Tucson, AZ branch.
Out of the office, Jeremy enjoys spending time with his 4 children and wife, Maggie. They are members of Grumlaw Church in Howell, MI and praying about planting a Grumlaw campus in the local Tucson area. Jeremy has played rugby for over 14 years and continues to play with a local club in Tucson. Jeremy serves on the local 88-CRIME Board of Directors, is a member of Men’s Active 20-30 club of Tucson, a charitable organization that raises money to positively impact the lives of children in Tucson and regularly volunteers with Gospel Rescue Mission. He loves being outdoors enjoying his favorite hobbies golfing, hunting, hiking and shooting guns. Jeremy also enjoys sampling locally brewed craft beers, whiskey, and wine while taking in the beautiful Tucson sunsets.
Areas of Focus
- Custom Qualified and Non-Qualified Plan Design
- Executive and Key Employee Attraction and Retention Concepts
- Business Continuation and Exit Strategies
- Self-Directed Investments
- Fee-based Fiduciary Financial Planning*
*Representatives only act in a limited fiduciary capacity when offering certain advisory services. Any other products or services do not fall under the umbrella of the fiduciary rule. Please refer to the ADV part II for specific information. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.