Jeremiah Rodriguez is an accomplished financial professional with over a decade of experience in helping families, trusts and business owners preserve and manage their wealth. As the owner of a thriving wealth management practice, he has earned a reputation for helping provide confidence to clients by demystifying complex financial matters and helping them work toward their goals. Jeremiah works closely with his clients to understand their unique needs and develop tailored strategies to address their long-term objectives. With his experience, he has helped numerous families and business owners across the United States prepare for retirement and a meaningful financial future.

Jeremiah is an Accredited Investment Fiduciary® and holds FINRA Series 7 & 63 securities registrations through LPL Financial as well as insurance licenses in multiple states. He earned his bachelor’s degree in accounting at Purdue University.

In his free time, Jeremiah loves to socialize, explore the outdoors, cook, and home-roast coffee. He and his lovely wife, Kayla, have three sons, Rio, Winston, and Sylvan. They reside in Clinton, MN.