Jeremy Lorenz
Financial Planner
Jeremy Lorenz is a Financial Planner at Capstone Financial Advisors. He joined Capstone in 2022, looking for a fee-based firm. Jeremy has always loved numbers. He enjoys using this love to help clients achieve their financial goals.
“Being at a fee-only firm is important to me because I want to be able to objectively do what’s best for our clients,” Jeremy says.”
Invested in your future
In college, he was a math tutor for various levels. He brings this commitment to helping others to Capstone. As an analyst, Jeremy prides himself on being methodical, checking off every task to ensure his communications, reports and assignments are complete. It’s his relationship with clients that fuels his desire to succeed.
“I’m determined to provide our advisors with everything they need to help our clients get where they want to go,” he says.”
Building community
As a recent graduate, Jeremy was excited to help find, hire, and mentor interns at Capstone. Helping others be comfortable with math and financial planning is a passion for him.
Jeremy earned a Bachelor of Science in Managerial Economics from Illinois State University. He also minored in Financial Planning, Computer Science, and Math. When he isn’t working, he’s studying to become a CERTIFIED FINANCIAL PLANNER™.
Jeremy's Perspectives
