Qualifications:
Jeremy has successfully passed both the General Securities Representative Series 7 Examination and the NASAA Uniform Combined State Law Series 66 Examination. He is also a licensed insurance agent in the following areas:
- Life Insurance
- Health Insurance
- Disability Insurance
- Long-Term Care Insurance
- Property & Casualty Insurance
Jeremy earned his Bachelor’s Degree in Advertising Management from Michigan State University in the spring of 2023, where he also completed minors in Entrepreneurship and Business.
Professional Focus:
As a Case Manager for Clayton at Cobblestone Financial Services, Jeremy plays a key role in managing client servicing and new business administration. His position is designed to meet both current and future client needs while fostering continued professional development in financial planning. Through daily collaboration with clients and advisors, Jeremy takes pride in helping individuals and businesses pursue their financial goals with clarity, structure, and confidence.
Personal:
Outside of the office, Jeremy enjoys spending his fall weekends in the woods, carrying on a family tradition of hunting that spans generations. When summer rolls around, you can often find him on the golf course with close friends. A Fraser, Michigan native and graduate of De La Salle Collegiate, Jeremy grew up playing hockey — a lifelong passion that fuels his love of sports today. Above all, he values time with family, friends, and his loyal companion, Sampson, a Native American Indian Dog his family welcomed in October 2023.