Jeremy P. Green EA, CFP, CTFA, CLU, CEBS, MSFS, AEP
I am a subject matter expert in the integrated application of business, estate, philanthropic, tax and life insurance planning techniques that enable closely-held businesses, officers of publicly traded corporations and other clients with significant assets to structure them in a manner that significantly improves the probability and magnitude of specific outcomes designed and chosen with thoughtful intent.
I have 18 years of wealth management experience. I have held positions in three registered investment advisory (two were simultaneously M Financial member firms), the private client services of a large national bank and in distribution for a life insurance company. I also served in active federal military service in the United States Army’s 2nd Infantry Division stationed in the Republic of Korea from 1996 to 1998.
I have testified in FINRA arbitration and Federal District Court cases as an expert witness on the proper use and design of sophisticated trust/estate and life insurance funding techniques. I am a former President and board member of the Twin Cities Society of Financial Service Professionals, served seven years as the national online asset management course instructor for the Certified Employee Benefit Specialists designation program and am a member of the Twin Cities Estate Planning Council.
I am admitted to practice before the IRS as an Enrolled Agent. Additionally, I am a Certified Financial Planner®, Certified Trust Financial Advisor, Certified Employee Benefit Specialist, Chartered Life Underwriter, Accredited Estate Planner, graduate of the Institute of Certified Bankers National Graduate Trust School, the American Institute of Banker's Personal Trust School, the University of Minnesota's School of Journalism Bachelor of Arts degree and the American College's Master of Science in Financial Services degree program.
I've always loved helping people. Learning about them, hearing their stories and connecting those I know and love with others as they work towards finding clarity on their journey. I was very blessed to have grown up in a large family. I'm the youngest of seven, and spent my childhood years on the south shore of Long Island. I also lived in the Bay Area from 1997 to 2005 before settling into Des Moines with my beautiful wife Mindy and amazing daughters Haley and Sydney. My family is my greatest blessing, and my joy is spending time as often as possible with them.
One of my other great passions is helping business owner and trusted advisor clients find clarity in their lives. In particular, their exit, succession, and key person retention endeavors. I also love connecting my clients with the best ideas, strategies and people. Simply knowing my efforts made a positive impact in their lives means the world to me.
My areas of specialization include Business Succession and Exit Planning, Wealth Transfer and Executive Benefits Planning. I help my friends and clients in many other areas too. Sometimes just being an ear to listen can make all the difference.
I have over eight years of experience working as an analyst in the wealth management sector, specializing in operational, financial, and data analytics. Over that time, I also consulted with small businesses and entrepreneurs as part of the Northfield Enterprise Center, and lectured annually at St. Olaf as an integral part of their capstone management class. I graduated with distinction in Economics, with an emphasis in Management, and a major in Mathetics from St. Olaf College in Northfield, Minnesota. I'm enrolled in Notre Dame University's MBA program starting this fall.