Jeremy is a managing partner and Senior Portfolio Manager for Q5 Wealth Management. He began his career at Citigroup Global Markets in 1998 and moved to Ameriprise Financial in 2024. Jeremy’s career has focused on retirement planning and wealth management with an emphasis on individuals retiring from the petrochemical industries in Southeast Texas. Having developed and refined a unique process, Jeremy consults and customizes a strategy for each client to help them reach their individual goals and objectives. Jeremy is a graduate of the University of Texas in Austin. He holds Series 7, 63, 65, 3 securities licenses, as well as licenses to sell insurance and annuities.