Who I Am
Jeremy is a Private Wealth Financial Advisor who brings a disciplined, service-first approach to financial planning. After 23 years in the United States Marine Corps as an intelligence officer, he developed a deep respect for clear thinking, sound judgment, and simple execution. He now applies that same structure to helping clients make confident financial decisions without unnecessary complexity.
He is known for translating complicated financial topics into practical next steps. Jeremy works best with clients who value clarity, follow-through, and a plan that fits real life.
Specialization
Military transition planning for service members and families
- Retirement income planning and distribution strategy
- TSP guidance and rollover decision support
- Tax-aware investment planning and account strategy
- Benefits analysis, including pension decision support
- Planning for veteran-owned businesses and small business retirement plans
- Risk management and insurance planning based on need, not sales
- Estate planning coordination in partnership with outside attorneys
Hobbies
Outside of the office, Jeremy prioritizes family time with his wife and their six children. He also enjoys strength training, early 1960’s Chevrolet Trucks, camping and hiking, and a mix of alternative-rock and old-school rap. He values his church involvement and service whenever possible.
My Commitment
Jeremy’s commitment is to provide calm, structured financial guidance in moments that often feel overwhelming. He approaches each relationship with the mindset that a great plan should be clear, actionable, and built to endure real-world change.
Clients can expect:
- Straightforward recommendations in plain language
- A structured financial planning roadmap, not one-off advice
- Proactive communication and accountability
- A long-term partnership grounded in trust and service
Favorite Books, Mottos, Quotes
The Constitution of Liberty (F. A. Hayek)
- The Psychology of Money (Morgan Housel)
Mottos and Quotes
- “Plans are useless, but planning is indispensable.”
- “Just do the next right thing.”
Other Info
Jeremy is based in North County San Diego and serves clients throughout California. He holds the Series 65 license, has a Wealth Management Certified Professional designation, and is committed to delivering planning that is organized, practical, and tailored to each client’s priorities. His style is direct, thoughtful, and process-driven, designed to help clients move forward with confidence.
Date Joined: 4/2025
