About
Jeremy
Jeremy strives to work with his teammates to provide clients sound financial advice for their present and their futures.
Prior to joining Focus Partners Wealth, Jeremy served as CEO of Merriman Wealth Management and prior to that worked as a wealth advisor.
Outside the office, Jeremy likes spending time with his wife and three daughters, enjoying the outdoors, traveling to new places, and supporting those causes most important to them. Jeremy is committed to helping his community and has worked with the Seattle Pacific University mentorship program and actively supports a variety of local charities, including the Fred Hutch Cancer Center and those focused on helping disadvantaged children.
Education and Professional Milestones
- Seattle Pacific University - Bachelor's Degree
- Member of the CFA Institute® and CFA Society of Seattle
Jeremy strives to work with his teammates to provide clients sound financial advice for their present and their futures.
Prior to joining Focus Partners Wealth, Jeremy served as CEO of Merriman Wealth Management and prior to that worked as a wealth advisor.
Outside the office, Jeremy likes spending time with his wife and three daughters, enjoying the outdoors, traveling to new places, and supporting those causes most important to them. Jeremy is committed to helping his community and has worked with the Seattle Pacific University mentorship program and actively supports a variety of local charities, including the Fred Hutch Cancer Center and those focused on helping disadvantaged children.
Education and Professional Milestones
- Seattle Pacific University - Bachelor's Degree
- Member of the CFA Institute® and CFA Society of Seattle