Jeremy is a Lead Planner at Facet, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED FINANCIAL CONSULTANT® (ChFC®) professional with over 7 years of experience in the financial industry. Prior to joining Facet, Jeremy spent seven years as a financial planner at Thrivent Financial, helping families and businesses achieve their financial goals. He is an expert in helping clients building and manage wealth, charitable giving strategies, and military benefits. Among Jeremy’s passions are helping former military members reintegrate into civilian life following their discharge and rooting for underdogs to overcome obstacles.
When not in the office, Jeremy is an avid runner and is on a lifelong quest to find the world’s best fish tacos. He’s also a Lieutenant Colonel in the United States Army Reserve. He loves travel and trying his hand at foreign languages. He is married to an amazing wife, Grace, a Search and Rescue K-9 Handler, and they have three dogs.
Education: United States Air Force Academy (BS); University of Central Florida (MPA); Central Michigan University (MBA)
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett
Get to know Jeremy
With my favorite rock climbing partner in Pictured Rocks National Park.
Cool under pressure – those claws hurt!
Our three kiddos – Sammie, Gator, and Jax.
On my way to work in an Air Force KC-135.
What four individuals, living or dead, would you like to eat dinner with the most?
Elon Musk, Leonard Nimoy, Johnny Cash, John Grisham
Where's your favorite place in the world?
Kihei, Maui Island, Hawaii – three mile run along the beach at sunrise, swimming with sea turtles in the calm water to cool off.
If you could visit anywhere in the world you've never been, where would you go?
Tanzania to climb Mount Kilimanjaro, and then a safari.
What was the best concert you ever attended?
A Dierks Bentley outdoor concert on the 4th of July, corn dogs and churros followed by fireworks.