ChFC®, Series 65 Advisory Registration†
Jeremy has more than a decade of operations and program management experience. He joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management. Prior to joining Pillar Pacific in 2015, he 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. Outside of the office, he is a long-time super fan 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.
- MBA, Oklahoma State University
- BS, Economics, United States Air Force Academy with military distinction and a minor in Spanish
- Chartered Financial Consultant®
Jeremy serves clients at our San Marino, CA office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.