One of three Certified Financial Planners on our team, Jeremy’s in-depth knowledge of retirement planning is an invaluable resource to our advisors and a benefit to every client relationship. He coordinates the use of the Wealthvision software to help families organize the non-investment aspects of their financial lives like budgeting, insurance, and banking. As Director of Asset Management, Jeremy is instrumental in the macroeconomic decisions that govern the positioning of our Marks Group investment strategies.
A native of Bismarck, ND, Jeremy went to college at the University of North Dakota where he graduated with a degree in Financial Management and a stubborn devotion to UND hockey. He requested we mention that UND men’s hockey won its eighth national championship in 2016. Jeremy is also an alley cat who bowls a 165 average. He lives in Plymouth with his wife Brooke, daughter Bryn, and son Lucas.