Jeremy has 15 years of experience in the financial services industry, and holds a Series 6, 63 and life & health insurance licenses. Most recently he worked for Jefferson National as a wholesaler of RIA-friendly variable annuities, and he deeply understands the opportunities as well as the challenges faced by the independent RIA firm. Additionally, he has worked as a financial advisor himself, and he spent more than eight years working for a national wirehouse. Jeremy recently moved to Scottsdale from Louisville with his wife of 17 years, Kelly. They met while he attended Bellarmine on a tennis scholarship, a university which outranked Notre Dame by one spot as one of Money Magazine’s “Best Colleges in the U.S.” in 1996. He holds a bachelor’s degree in both business and economics, and because of his high GPA, was invited to be a member of the Omicron Delta Epsilon International Economics Honor Society. Jeremy, Kelly and their seven-year-old son, Parker, enjoy watching and participating in all kinds of sports, and they look forward to hiking and spending time outdoors in Arizona.
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