About
Jeremy has more than 16 years of operations and program management experience and has held positions with Integra LifeSciences and The United States Air Force. In his current role, he is responsible for establishing strong client relationships by understanding their goals, needs and concerns. He delivers fundamental and complex guidance to customers, using retirement, income and investment management tools and implementing a wide array of complex financial strategies. Jeremy joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management. Outside of the office, he is a long-time superfan of Tom Brady and will support him in whichever team he plays for. Jeremy and his wife have been married for more than 10 years and have two daughters who love to scooter around town.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.
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