Jeremy Green

Jeremy Green
EA®, CFP®, CTFA®, CLU®, CEBS®, AEP®, MSFS

Director of Advanced Strategies

I have 21 years of experience as a subject matter expert in advanced estate & business planning collaborating with professional advisors, closely-held business owners, and other clients with significant assets to integrate and clarify their combined business, estate, philanthropic, tax, investment and life insurance plans.

I have eliminated millions of dollars in unnecessary present and future combined fees, estate, income and capital gains taxes by restructuring how assets are owned, redoing business operating agreements to preserve otherwise lost tax cost basis, simplifying the number and complexity of existing trust arrangements, fixing poorly designed and maintained life insurance policies, and reducing excessive investment management expenses. Additionally, as a paid expert witness, I have testified on the proper design and execution of advanced wealth and insurance planning techniques in FINRA three-judge panel arbitration and litigation in US Federal District Court.

Admitted to practice before the IRS as an Enrolled Agent, I am also a Certified Financial Planner®, Certified Trust Financial Advisor, Certified Employee Benefit Specialist, Chartered Life Underwriter, Accredited Estate Planner, as well as a graduate of the Institute of Certified Bankers National Graduate Trust School, the American Institute of Banker's Personal Trust School and graduate of the American College's Master of Science in Financial Services degree program. I graduated from the University of Minnesota in 2000 with a Bachelor of Arts degree in Journalism using the GI Bill after serving in the United States Army’s Second Infantry Division stationed in the Republic of Korea from 1996 to 1998.

My professional and community involvement includes volunteering to serve as a past President of the Twin Cities Chapter of the Society of Financial Service Professionals and former board-member of Cornerstone Advocacy Services, one of two major nonprofits in the Twin Cities dedicated to connecting women and children in crisis from domestic violence with support and safety. I enjoy reading, documentaries, weightlifting, bicycling and time with family and friends. I reside in Edina, MN.