Jeremy excels in developing tailored solutions that respect and reflect clients’ unique circumstances. As a paraplanner, he creates customized financial plans addressing retirement, tax, Social Security and income needs. He also supports compliance, report generation and client communication for WealthCare Corporation.
Jeremy attended Missouri State University from 2018 through 2022. Licensed in life and health insurance with prior experience as an assistant property manager and business owner, he has brought a wealth of practical knowledge to WealthCare Corporation since joining in 2024. Additionally, Jeremy is a fourth-degree knight and treasurer of his local Knights of Columbus council.
For the past two decades, Jeremy has lived in Springfield, Missouri. He enjoys listening to many different types of music with his dog, Dublin. In his leisure time, he enjoys singing, playing the drums or piano and participating in weekly family game nights