About Us

Experience

Jeremy has extensive experience in income and estate tax minimization strategies, business succession planning, and asset and income protection strategies. He has presented to and trained other advisors for years in many different forums ranging from smaller groups to very large conference center audiences numbering in the high hundreds. He has a gift for taking the complex and helping to make it clear. Jeremy has previously authored many books, e-books, and papers on legal and financial topics.

• CERTIFIED FINANCIAL PLANNER™ Professional (2013 – Present)
• Previous Director of Advanced Planning Department for a large regional wealth management firm in Houston, Texas (2020 – 2022)
• Previous Corporate Vice President, and Consultant in Advanced Business and Estate Tax Planning, Fortune 100 financial services company, advisor to advisors all over the country (2015-2020)
• Previous Director of Financial Planning Department for a boutique wealth management firm in Carmel, California (2011-2014)
• Extensive experience with over 1,200 complex financial planning, business, and tax consulting cases serving businessowners, individuals and families with large taxable estates, and retirement planning for other millionaires
• Extensive experience with public speaking to both small and large groups (several hundreds) while offering training to other financial professionals and advisors (tax, estate, asset protection, business planning, etc.)

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Personal Life

Jeremy is a family man. He and Kat have been married for 21 years and have three children, two sons (ages 20 and 17) and one daughter (age 14). Jeremy is a BYU sports fan and also really enjoys supporting the local high school football team and marching band. He likes reading, writing, going on walks, and spending time with his family. He likes to cook, but almost never uses a recipe so any meal he prepares is a delicious one-time experience. Jeremy was born and raised in Idaho, educated in Utah (B.S.) and Texas (J.D., M.S.), and has lived all over Texas for about 18 years.

As a young adult Jeremy was a volunteer in Mexico for about 2 years, where he learned to speak Spanish. He even taught Spanish while he attended college.

Jeremy actively serves in his community and local church leadership. He enjoys studying the ancient history of religion.

Something unique about Jeremy is that he dusted off a long-time interest in art a few years ago and started painting.

‍Education

• JD (Doctor of Jurisprudence), emphasis in business law, Texas Tech University School of Law
• MS in Financial Planning, Texas Tech University (considered to be the top financial planning program in the country) 
• MBA coursework, Texas Tech University 
• PhD coursework in Neuropharmacology, UT Health Science Center at San Antonio 
• BS in Neuroscience, Brigham Young University