Jeremy D. Palm

Senior Associate
Retirement Plan Consulting

Biography

Once a high school math teacher in Vail, CO, Jeremy has a knack for explaining difficult concepts. He specializes in the administration and design of Defined Benefit Plans, both traditional and cash balance. Understanding the various moving pieces with retirement plans, Jeremy thrives on technical conversations with clients. He is interested in getting to know his clients and their businesses, develops rapport quickly, and focuses on building positive relationships.

Jeremy enjoys showing business owners what is possible, helping them design retirement plans that meet their needs. When he’s not at the office, you’ll find him enjoying the outdoors while on a bike ride or on a hike. However, these days most of his time is spent chasing around his three kids.

Education

  • Bachelor of Arts in Mathematics, magna cum laude – St. Olaf College

Professional and Community Involvement

  • Served as Church Council President and now teaches confirmation
  • Class Fund Agent for St. Olaf College