Jeremy is a subject matter expert in high-net-worth tax, estate and business planning with 22 years of experience. He collaborates with professional advisers, closely held business owners and other clients with significant assets to integrate and clarify their combined business, estate, philanthropic, tax, investment and life insurance plans.
Jeremy has helped clients avoid unnecessary present and future combined fees, and estate, income and capital gains taxes by restructuring how assets are owned prior to the sale of a business or real estate, adjusting business operating agreements to preserve otherwise lost stepped-up tax cost basis, modifying the number and complexity of existing trust arrangements, optimizing trust- and business-owned life insurance funding, and reducing excessive investment management expenses.
Jeremy is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Trust and Fiduciary Advisor, a Chartered Life Underwriter®, a Certified Employee Benefit Specialist, an Accredited Estate Planner® and an IRS enrolled agent, as well as a graduate of the Institute of Certified Bankers National Graduate Trust School, the American Institute of Bankers Personal Trust School and a graduate of the American College's Master of Science in Financial Services degree program.
Jeremy graduated from the University of Minnesota in 2000 with a Bachelor of Arts degree in journalism using the GI Bill. He served in the U.S. Army’s 2nd Infantry Division stationed in the Republic of Korea from 1996 to 1998. He enjoys reading, watching documentaries, weightlifting, bicycling and spending time with his son, dogs and friends.
