With over 15 years of experience in the financial services industry, starting via many different roles at Morgan Stanley and continuing through his position at KPG Capital Partners, Jeromy has discovered his strong passion for helping others. His focus currently lies in helping people with Medicare, retirement planning, and to protect risks through insurance. He makes every possible effort to ensure these plans meet the unique needs of each client.
Over the time frame of his career, Jeromy has found that he enjoys building those long-term relationships with clients. These relationships help him when it comes to finding the customized solutions for clients and small businesses alike. He also has strong customer service skills and takes pride in his attention to detail.
Jeromy graduated from Western Governors University with a Master’s of Business Administration and a Bachelor’s of Science in Accounting. He has lived in Utah his entire life, currently residing in Tooele, and has been married for more than 15 years. Now he has three children, who are very active in sports and school. Outside of helping people make smart money decisions, Jeromy enjoys many outdoor activities like fishing, hiking and barbecuing.
Talk with Jeromy
At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.
Securities offered through Securities America, Inc., a member of FINRA/SIPC Advisory services offered through Securities America Advisors, Inc. Futurity First Insurance Group and the Securities America companies are separate entities.