Serving in the financial services industry for more than 12 years, Jeremey enjoys helping Members develop, improve or complement their financial plan.
He believes adding value to a Member’s financial life starts with forming a trusted partnership. “Retirement income planning is an essential component in every financial plan,” he says. “A key to success is steady and consistent contributions that can hold up in a variety of market conditions.”
Jeremey says the biggest misconceptions among Members is that all investments are risky, complex and come with high fees. “I like to match each Member’s risk tolerance and time horizon to appropriate investment vehicles while avoiding unnecessary risks.”
Jeremey is a fully registered and licensed investment and retirement planning professional and is registered to sell securities.
When he’s not helping Members, Jeremey enjoys golfing and being outdoors, especially hiking and snowboarding.
To make an appointment with Jeremey, call 800.462.8328, ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
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