Jeremy is the President of the Vantage Point Financial St. Louis, Missouri branch. Jeremy began his career in the Financial Services industry in 2001 and he believes having a written plan in retirement will pave the way for long-term success. His holistic approach combines tax planning, investments, income planning, estate planning and insurance services into realistic strategies allowing clients the opportunity to set realistic goals for managing their wealth while living comfortably in their retirement years.
Jeremy is an Investment Advisor, a Certified Financial Fiduciary (CFF) and a Certified Financial Education Instructor (CFEI). He holds a Series 65 Securities License as well as Health and Life Insurance Licenses.
Jeremy grew up in Iowa and attended the University of Iowa. He relocated to St. Louis in 2010 and currently resides in Wildwood, MO with his wife Amy and their two daughters Mykaela & Chaylee.