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Jeremy was 16 when he stopped attending high school. Although he faced many obstacles, he focused on advancing his education to get ahead in life. He earned a GED, went to a local community college and transferred to Arizona State University. At ASU he earned Bachelor degrees in Finance and Accounting and later obtained a Master in Business Administration from Northeastern University.
Now, he blends his passion for community service and personal finances to help local families. As Assistant Vice President for Retail Banking for Wells Fargo Arizona, his days are focused on quality service and education. He proudly serves customers at the Phoenix branch and leads financial education classes at local nonprofits, schools and community centers.
He met with about 20 juniors who were eager to learn more about managing their money and saving for the future.
Developing a budget is not an easy task and he asked students if they’ve thought about creating one with their parents. A student in the room proudly said she creates a budget with her mom. They engage in conversations about their needs from food, rent, utilities, transportation and school. Working together on the household monthly budget is welcomed routine for these two dynamos.
Sharing tips about budgeting and saving are crucial for everyone. That’s why, by being a United Way volunteer, he provided “tools” for their financial tool box. Every student received a budgeting worksheet and information on credit lines to put on them on the path to success.
Jeremy was equally excited, by volunteering with United Way, to share insights on saving for college, student loans and loan options. He encouraged students to research and find the option that best meets their needs.
