Jeremy is a Senior Financial Advisor and Fundamental Choice Portfolio Manager who has devoted his extensive financial services career to helping clients achieve their financial goals.

He developed his passion for investing and the financial markets as a graduate of the Walker L. Cisler College of Business at Northern Michigan University. Now, more than twenty-five years later, he feels proud to lead a practice focused on developing and implementing powerful solutions for high-net worth individuals and their families.

A lifelong learner, Jeremy earned the prestigious CERTIFIED FINANCIAL PLANNER^TM designation after meeting the rigorous experience and ethical requirements of the CFP Board and passing the 6-hour comprehensive CFP certification exam. As Jeremy is a CFP professional, you can rest assured he is committed to acting in your best interest.

Focused on your Success

Jeremy believes that we all need a long-term plan to save and invest for our future but, in today’s rapidly changing global markets, doing it on your own can often be challenging. 

Jeremy will take the time to understand your unique situation and then serve as your trusted advisor,  helping you implement strategies for building and preserving your wealth while achieving your financial goals. As your life circumstances change, his team will be focused on continually aligning your investment strategies and goals.

Advice for your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact. Jeremy believes this demonstrates a distinct advantage of working with one of the world’s premier financial institutions.

Outside the Office

Jeremy and his wife, Tracy, live in the western suburbs of the Twin Cities. They are proud parents of twin daughters and a son. A diehard sports fan, he enjoys cheering for all of Minnesota’s professional sports teams.

Harley has always had an analytical mind, which is why he completed a degree in Mathematics. It can be said his fondness for numbers destined him to have a career he genuinely enjoys.

After all, every problem has a solution. And nothing makes Harley happier than finding the answer that helps clients achieve their financial aspirations.

To do this, he leans on his mathematical experience in two important ways: By striving to spot trends sooner while giving calculated investment guidance in a calm manner — a combination many investors can find desirable in their advisor.

Making the Scattered, Structured

When it comes to investment strategies, there is zero room for assumptions.

This is why Harley prioritizes organizing his clients’ investments — not only the hard numbers, but the thoughts and feelings behind those numbers. Articulating these underlying emotions highlights what’s most important and why.

During this process, Harley helps by eliminating variables and extrapolating potential life scenarios. If any information gaps exist, he makes it his responsibility to close them through diligent research.

As a result, he believes he is able to deliver a more accurate and realistic investment strategy for each of his clients.

Away From the Office

Harley and his three children call St. Paul home, though they enjoy taking vacations in his home state of Montana. In his free time, you’ll find him at his woodworking bench, tackling projects while listening to the radio. Harley also spends his time volunteering across important causes in the Twin Cities metro area.