Before joining Cascadia Wealth Management, Jeremy served as a Financial Advisor with Waddell & Reed in the Portland area, focusing primarily on Financial Planning and investment management. Prior to completing his licensing to serve as a Financial Advisor, he worked for Bank of America in Retail Branch Operations.
Jeremiah holds Series 7 & 66 securities registrations, along with Life & Health Insurance licenses in multiple states. Additionally, he is currently pursuing the CFP Designation.
Personally, Jeremy lives in Oregon City with his wife, Courtney, and their three children – Camryn, Braden, & Benjamin. When Jeremy is not serving clients – he is an avid golfer, aspiring photographer and artist, and is a firm believer in teaching financial health and financial literacy.