Jeremy was born and raised in the Bay Area. He started his career in the insurance and financial services industry in 2007. Jeremy possesses a rare combination of experience in property and casualty, investments, retirement planning, and financial planning. This experience has been instrumental in being able to provide true holistic planning to his clients. Jeremy has a passion for helping families and business owners: grow, protect, and most importantly, enjoy their financial wealth during these challenging times.
Jeremy is an award-winning sales leader who has built a strong reputation in the industry by building successful teams. Prior to joining WestPac Wealth Partners, Jeremy won the CAS Silver Medal Award in 2016 (Awarded to the #2 Sales Manager in the company) and the Awards of Excellence award in 2015. (Awarded to the #5 Sales Manager) at Penn Mutual. Jeremy has led numerous Advisors in his career to various awards trips and recognition.
Jeremy obtained his bachelor’s degree in 2003 from DeVry University. Additionally, Jeremy currently holds his property casualty, life and health, and s6, s63, and s26 licenses.
In his spare time, Jeremy is an avid sports fan who enjoys watching and playing basketball, tennis, football, and baseball. He currently resides in Benicia, CA alongside his beautiful wife Alisa.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego CA 92121 619.684.6400. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0F82367| 2021-128248 Exp. 10/23|Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.