Jeremy Torgerson, Founder & CEO
Jeremy in Major Media:
- CEOBlogNation 8-27-2016
- WiseBread 9-8-2016
- TheStreet.Com 10-8-2016
- TheStreet.Com 10-9-2016
- SafetyFirstFinancialPlanners 10-12-2016
- US News & World Report 10-12-2016
- Magnify Money 10-21-2016
- Oaklandvert.com 10-27-2016
- Hearpreneur 10-31-2016
- US News & World Report 11-28-2016
- Yahoo Finance 12-12-2016
- US News & World Report 12-13-2016
- FinancialBuzz.Com 12-15-2016
- InsuranceNews.Net 12-20-2016
- US News & World Report 12-22-2016
- CNBC 12-29-2016
- St. Louis Today 12-30-2016
- US News & World Report 5-16-17
- US News & World Report 5-17-17
- Ebix 7/11/2017
- US News & World Report 9-1-17
- MSN 9-1-17
- CBS Moneywatch 10-10-2017
- Investor’s Business Daily 10-14-2017
- Nasdaq 10-16-2017
- Chicago Tribune 10-17-2017
- Quicken Loans 11-17-2017
“Success isn’t always pretty and life isn’t always going to be a smooth ride. Once I had to fly very early in the morning for a job interview. I dressed in the dark, so I didn’t wake up my wife. I got all the way through airport security before I noticed I was wearing different one black shoe and one brown shoe.”
Financial planning became his “calling” after the economic downturn that began in 2006 with a cascade of home foreclosures near Jeremy’s businesses in northern Colorado. Jeremy realized that, like his own family, there must be many other small business owners and working professionals out there who were trying to “go it alone” financially, and in trying times, might be failing for lack of a plan.
In a complete change of profession, Jeremy began his financial advisor career with Edward Jones in 2008, with a mission to help small business owners and other working families. In 2011, he formed the independent financial firm Palo Alto Investments in Brownsville, TX.
Watching the financial industry evolve, and seeing how new technology could improve your experience as a client, Jeremy decided in late 2015 to reinvent “Palo Alto Investments” into nVest Advisors, a low-cost, high-tech, no-commission investment and financial planning firm.
In 2017, Jeremy moved his family back to Colorado, and nVest Advisors now serves clients in both south Texas and throughout the state of Colorado.
A trained speaker and former professional actor, Jeremy still takes the occasional acting job when his time permits, most recently portraying a modern-day Jesus in the Christian mini-series Unconditional Love. He narrates audiobooks for Audible, and hosts two financial podcasts. He was also a featured actor on the stage at the Camille Playhouse in Brownsville, and across the metro Denver area.
When he’s not in the office or on stage, Jeremy enjoys a round of golf (badly), cheering on his beloved Denver Broncos, blogging on a variety of subjects, including financial and investment topics, hitting the warm south Texas beaches and hiking the hills of his beloved Colorado, or traveling with his family. Jeremy and his wife Kari have been married since 1993, and have two grown children.