Retirement Planner
Jeremy is a dedicated Retirement Planner with nearly 20 years of experience and a passion for helping others navigate retirement decisions with clarity. As a National Social Security Advisor Certificate holder, he has completed specialized training focused on Social Security rules and claiming considerations, supporting families and individuals as they evaluate their options. He places a strong emphasis on ongoing learning, regularly studying industry trends, and staying up to date on emerging technologies that support thoughtful retirement planning.
He has passed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. He holds life and health insurance licenses. He has also passed the Series 63 FINRA examination.
As a father and husband, he enjoys fostering animals for the Animal Rescue League, including kittens, puppies, chicks, ducks, and hedgehogs, with his wife and two children. As a former 3-time high school golf state champion and Iowa State University golfer, he still enjoys the occasional round of hickory golf (a niche sport played with wooden clubs). Jeremy is an enthusiastic mushroom hunter. Beyond the well-known morel, he can confidently identify 14 other edible mushroom species found in Iowa.