Jeremy is a Director with Capstone's ESOP Advisory Group with experience as an attorney and a Certified Public Accountant. He advises businesses looking to make an ESOP ownership transition in the future. He has particular experience with businesses that have or are considering including a captive insurance company as part of the corporate structure.
Prior to joining Capstone, he spent 10 years advising organizations on risk management and captive insurance company issues. He was the U.S. niche leader for captive insurance matters for a Fortune 500 insurance brokerage, consulting for a wide range of clients ranging from public companies, closely-held businesses, governments, and not-for-profits on risk management issues and captives. He was a frequent speaker at industry conferences and has published several articles. Prior to this, he spent 7 years in Washington, D.C. as a tax attorney for a Big 4 accounting firm and an international law firm. Jeremy has two accounting degrees and two law degrees. He is married with three sons who keep him very busy.
Arizona State University - BS, Accounting
Brigham Young University - Masters in Accounting
Brigham Young University - Juris Doctorate
Georgetown University - LL.M. in Taxation