Jeremy is a Certified Financial Education Instructor & Investment Advisor with 18 years of experience in the financial industry. Jeremy joined the Chamberlin Group in January of 2011. He brought with him a diverse background in the financial industry, with experience in Investments, Annuities, Medicare planning, Life Insurance, Tax planning, and Mortgages. Prior to joining the Chamberlin Group, Jeremy held the position of Senior Suitability Administrator at a large annuity and life insurance carrier in Des Moines, IA where he worked with the senior management team to develop suitability processes to insure advisors were making proper recommendations for their clients.
Jeremy’s background prepared him to fit very well into the holistic financial planning philosophy at the Chamberlin Group. Jeremy believes the key to a successful and worry-free retirement begins with a written plan that addresses all the major risks in retirement with a focus on income planning and tax reduction strategies.
Jeremy regularly teaches adult learning classes on Social Security, Tax, and Medicare planning at St. Louis Community College and throughout the St. Louis County Library System. He is also a financial coach for other advisors across the country to help them successfully implement Tax, Social Security and Medicare planning into their local practices. In 2018 he was ranked #3 Advisor nationally of 300 top advisors participating in an industry Mastermind Group.
Jeremy attended the University of Iowa where he studied Psychology and Business Administration. He resides in Lake St. Louis with his wife, Amy and their two daughters Mykaela and Chaylee.