For more than two decades, Jeremy has focused on helping hardworking people achieve their goals, and brings this experience and commitment to his role as a financial advisor for Strategy Financial Group. With a collaborative and consultative style, Jeremy works alongside families and individuals to help plan for retirement – focusing on ensuring their current needs are met while maximizing their multi-generational opportunities and philanthropic priorities.
Prior to joining Strategy Financial Group, Jeremy served in leadership positions in philanthropy for more than a decade, including: Chief Development and Growth Officer for the Muscular Dystrophy Association, Vice President of Individual Giving for Habitat for Humanity International, and Major Gift Officer for Phoenix Children's Hospital. Over the course of his philanthropy career, Jeremy personally raised in excess of $130 million, and led global teams to raise more than $700 million.
Jeremy is the son of an Army veteran and graduated from Goucher College in Baltimore, Maryland. He is development chair of the Kellenberger+Tollefson Center for LGBT Philanthropy at the Arizona Community Foundation, a member of the board of OpenIntro, which provides no-cost access to introductory collegiate text books, and is a member of the Hillel board at Goucher College. Jeremy is passionate about travel and loves talking with clients about their travel dreams in retirement.
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