Investing for opportunity, insuring for adversity, and planning for both.
Jeremy collaborates with ambitious young professionals to identify their goals, prioritize steps needed to reach those goals, and address opportunities and challenges as they occur.
When you start a professional relationship with Jeremy, he makes it his priority to understand you and your situation, including past decisions and future goals.
Then, once mutual trust is built, you can create a financial strategy built on the solutions suited to your current financial position and where you would like to end up.
As your situation or priorities will change in life, Jeremy will help you adjust your strategy to your new circumstances and priorities, making sure your future is solid and supported.
Ready to get started?
Jeremy is a life-long Minnesotan and a graduate of St. Cloud State University with a degree in finance. When the Midwest weather warms up, you can find him playing softball with his team or running, hiking, rollerblading, or biking with his dog Bentley.
Jeremy also enjoys reading finance and self-development books. His favorites are Outliers by Malcom Gladwell and Extreme Ownership by Jocko Willink, and he is always looking for recommendations!
- FINRA Series 7
- FINRA Series 66
- Life and Health Insurance Licenses
By eliminating debt payments, your income is freed up to move toward more important milestones and goals for you and your family. Jeremy can help you manage your debt to accelerate new opportunities.
People work their entire lives to retire, and they often have an idea of what that retirement will look like. Jeremy can evaluate your retirement funding strategy throughout your working life to make sure your work has not gone to waste and you don’t have to penny pinch in your golden years.
Liability protection management
Risk management is a core of a solid financial strategy. It does not matter how well the investments are doing or how much money is saved, without the proper insurance in place, one small event can sidetrack your financial goals for years to come.
As an independent financial advisor, Jeremy can help you select from the nation’s most trusted companies without obligation to sell one policy over another. This allows you to find the right coverage and premium balance for your lifestyle.
Offset the cost of education for yourself or your loved ones to reap the benefits for years to come. Jeremy will help you map out your options and develop savings strategies for major college expenses.
Working with a financial advisor, you receive a guide and collaborator though all life’s financial ups and downs, and when you work with Jeremy, you also get a whole team of experts behind you.
Jeremy works closely with North Star’s investment and insurance specialists to get a second, third, and fourth perspective on strategies available to you. Then, he can distill each opinion into a recommendation for your specific situation and provides as much material as is helpful for you to make an informed decision.
Jeremy is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3610207/DOFU 5-2021