Founder | CEO | Senior Advisor

CRD# 5546264

An entrepreneur since his early 20s, Jeremy transitioned from being a small business owner to a financial advisor in 2008 after seeing the devastation the Great Financial Crisis had caused to so many of his friends, business associates, and family. He began his career with Edward Jones Investments.  In 2011, he formed the independent financial firm Palo Alto Investments in Brownsville, TX, with a mission to help small business owners and other working families in one of the most financially distressed parts of the nation.

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 and fully fiduciary investment and financial planning firm that is designed to help average people, not the already very wealthy.

A Denver native, Jeremy moved his family back to Colorado in 2017, and nVest Advisors now serves clients all over Texas and throughout the state of Colorado, and we’re eager to expand the firm into new states!

Jeremy and his family live on the slope of Cheyenne Mountain overlooking Colorado Springs. He and his wife Kari have been married since 1993 and have two grown children (and two fur babies). When Jeremy’s not in the office, he enjoys acting (stage and film), podcasting, golfing, Denver Broncos football, an old episode of Star Trek, and hiking the beautiful Colorado back country.

Operations Assistant

Austen joined our firm in October 2022 and oversees the daily operations, bookkeeping, non-investment-related client service needs, and supervises the marketing intern team of nVest Advisors.

Prior to joining us, Austen had previous insurance experience and spent five years as a junior accountant.