My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies

Education

  • Bachelor of Journalism, Public Relations, University of Texas, Austin, Texas,

Awards & recognition

  • Q5 Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023,2024

Previous experience

  • Senior Vice President, Citigroup Global Markets, Inc., Beaumont, Texas, 1998-2009
  • Senior Vice President, Morgan Stanley, Beaumont, Texas, 2009-2015
  • Senior Vice President, UBS Financial Services, Inc., Beaumont, Texas, 2015-2024

About Me

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.

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