Jeremiah has been serving working professionals, trusts and retirees as a financial advisor since 2007. He assists individuals and small businesses by working to solve the common challenges related to investing and wealth management, protection planning (insurance) and tax planning strategies. He is passionate about educating clients and helping to make financial concepts easy to understand.
Jeremiah established Focus Wealth Management with the desire to relieve clients of the common stresses involved with investing and financial planning. He started this firm in 2014 (under the shared dba "Cornerstone Wealth Management"), leaving behind the large company where he'd previously worked in order to provide one-on-one service for clients, increased flexibility and broader options for their wealth management.
Jeremiah first entered the financial services industry in 2007 working with Ameriprise Financial as a Financial Advisor. He holds FINRA Series 7 & 63 securities registrations through LPL Financial. Jeremiah earned his bachelor’s degree in accounting at Purdue University.
In his free time, Jeremiah loves to spend time with people, the outdoors, reading, cooking and home-roasting coffee. He and his lovely wife, Kayla, have two sons, Rio & Winston. They reside in the Twin Cities, MN.