Jeremy joined RGT in 2013 and serves on the firm’s Management Committee and is Chief Planning Officer as well as a Managing Director within our Financial Planning Department. Jeremy has two decades of experience in serving high-net-worth families as a trusted advisor with a passion for estate and gift planning, advising clients regarding multigenerational wealth transfers, tax planning and strategic business planning. He is frequently noted by D Magazine as one of the best wealth managers in Dallas.
Jeremy is a member of the Financial Planning Association and serves on the Advisory Board for one of the largest privately held agricultural and consumer-based equipment companies in North America. He previously served as an alumni advisory board member for the Personal Financial Planning Program at Texas Tech University.
Jeremy received his Bachelor of Science in Personal Financial Planning from Texas Tech University. He is a CERTIFIED FINANCIAL PLANNER™ professional.