Jeremy comes to StoneRidge Wealth Management with a passion for building client relationships and financial advocacy. With a focus on building plans and strategies in the best interests of each individual, Jeremy uses his diverse experience to get a full, and deep understanding of each client’s situation. Jeremy joined the financial services industry in 2014, with Bank of America, and immediately recognized the need for personal connection and financial advocacy – developing this focus even further as he became fully licensed as a financial advisor in 2016.
Jeremy served as an advisor with Cascadia Wealth Management, serving clients across multiple states, prior to joining StoneRidge Wealth Management.
Jeremy enjoys a great many things in his personal life, none more so than his wife and three kids. He also is an avid golfer, photographer, painter, woodworker, poet, writer, thinker-of-big-ideas, wannabe-musician, dad-joke-teller, and Jeopardy! fan.