Jeremy has been a part of the financial services industry since 2004 and joined Merrill in 2014. As a Merrill financial advisor, he provides sound financial advice and guidance to successful individuals and families. He is committed to providing premier service and access to extensive resources to assist clients in pursuing their personal and financial goals. He brings clarity to investment opportunities and ever-changing market conditions that can impact clients reaching their goals. Through this approach, clients can benefit from a solid relationship that helps them better understand the strategies available to them and the paths they can take based upon their risk tolerance, time horizon, liquidity needs, and overall investment goals.

Jeremy is a CERTIFIED FINANCIAL PLANNER^™ practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of the University of Illinois’ College of Business and has a B.S. degree in Accountancy.

Prior to working in the financial services industry, Jeremy worked as a Certified Public Accountant (CPA). During his time in public accounting, he worked as an income tax preparer, auditor and Quickbooks consultant.

Jeremy has served on the board of the Peoria Symphony Orchestra, ArtsPartners of Central Illinois and as a past Peoria Chamber of Commerce Ambassador. He is an avid runner and volunteers his time and energy in the Peoria area running community. He and his wife, Dawn, live in Peoria, Illinois, with their two children.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.