Jeremy is a Planning Analyst at Mosaic, working with client families through the full planning process: reviewing tax, legal, business, and financial data, modeling the results, stress-testing assumptions, and helping families make informed decisions.

Before Mosaic, Jeremy spent 11 years as a Managing Partner and Senior Economist at Wallace David Investments, earning his real estate license along the way. Prior to that, he worked as an economist and financial analyst at ConocoPhillips. He graduated Magna Cum Laude from the University of Houston with a BBA in Finance and Cum Laude from Dallas Theological Seminary with a Master of Arts.

Outside the office, Jeremy is an accomplished singer, songwriter, and multi-instrumentalist who records music in his home studio. He loves spending time with his family and puts his Seminary degree to work as a Bible teacher at local churches.