"BECAUSE THERE ARE THINGS IN LIFE YOU CAN CONTROL"

Having played baseball for most of his life, Jeremy is at his best in dynamic situations. When faced with complex issues, he enjoys sorting through all the variables to come up with the combination that provides the best possible solution. A team player at his core, he instinctively works with others to make the whole better. He holds a strong belief that we are all equally important and deserve to be heard. These qualities and convictions served him well in his years of playing ball and now make him an invaluable asset to our Quad Cities Investment Group team.

Credentials:

• CERTIFIED FINANCIAL PLANNER™ (CFP^®)
• Series 65 Uniform Investment Adviser Law
• BS in Business Administration, Finance from Creighton University

Industry Experience:

• Fund Administrator; Gemini Fund Services
• Senior Corporate Actions/Security Master Files Specialist; Gemini Fund Services
• Fund Accountant; Gemini Fund Services
• Financial Advisor Assistant; Lutz Financial

More: 

Jeremy learned the value of teamwork when he took to playing baseball from a very young age. After pitching for Creighton University, he continued on to play professional ball. To him, competition isn’t always about being the best, but about being his best. This theme carries over into all aspects of his life, including the work he now does as an Investment Advisor on the QCIG team.

Jeremy and his wife Megan are Quad City natives. Having met at Alleman High School, they married once they both graduated from college. In 2018, they moved back to the Quad Cities from Omaha, Nebraska and are happy to again be near both sides of the family. Jeremy and Megan, an Occupational Therapist, have five children – four boys and one girl. Outside of work, you can find him coaching his kids' youth sports and enjoying lake activities with family and friends.