Jeremy has more than thirteen years of experience in financial services. Jeremy spent more than twelve years working for the Teacher Retirement System of Texas (TRS) always striving to improve the retirement security for the teachers of this great state. He worked in Equity Research managing a variety of public equity portfolios ranging from $2.5 – 20 billion. He brings this mission-driven expertise to help clients craft portfolios tailored for growth, income, and tax efficiency as they transition toward their retirement years.

Jeremy graduated from the McCombs School of Business at the University of Texas at Austin in 2009 with an MBA in Finance and Investment Management. He also holds a BBA in Finance from the University of Texas at Austin. In addition, Jeremy earned the Chartered Financial Analyst (CFA) designation in 2017.

Jeremy lives in Austin with his wife, Margie, and two daughters, Laurel and Avery. He enjoys spending time with family, running, reading, watching baseball and football, and most of all rooting on his daughters at their soccer games and track meets.