Jeremy started his career with a life and health license selling long-term care insurance and Medicare supplement insurance in 1998. In 2001, he purchased a local motel in Kearney which he managed while attending the University of Nebraska at Kearney. Working with clients to protect their assets using long-term-care insurance, the purchase of the motel, and Jeremy’s interest in investing led him into the financial services industry.
Jeremy has consulted with a variety of real estate developers on the feasibility of projects ranging from hotels to long-term care/assisted living facilities. Jeremy also has experience assisting clients with deferring capital gains taxes on real estate sales through the use of 1031 exchanges.
Jeremy’s experience as a small business owner, commercial real estate investor, and his service on a board of directors for a privately held company provides unique insight as Jeremy helps clients plan for their future.
Jeremy has passed the Series 6, Series 63, Series 66, Series 7 and Series 65 securities exams. In the past, he has also had a property and casualty license in Nebraska. The broad knowledge gained through passing the securities exams and the aforementioned insurance exams means he has a unique perspective as he looks at a client’s current financial picture. He currently holds a life, annuities and health license in Nebraska and is an Investment Advisor Representative (Series 65) with Retirement Wealth Advisors.
Jeremy lives in Kearney, where he grew up with his wife, and has two daughters. Jeremy is active in his church where he serves on the tech team and as a past trustee. In his free time, Jeremy enjoys spending time with his family, playing golf and watching most sports.