Jeremy Kallmann is an Associate Wealth Advisor at MacLean Capital Advisors in Indian Wells, California. Born and raised in Palm Desert, Jeremy brings a strong local connection and client-service background to his work with high-net-worth individuals and families, business owners, physicians, and other medical professionals.
After passing the Series 65 examination and completing applicable registration requirements, Jeremy became an investment adviser representative with MacLean Capital Advisors. He supports the firm’s financial-planning and investment-management processes, helping analyze client needs, develop personalized strategies, and provide ongoing service as goals and circumstances evolve.
Jeremy earned an Associate of Science in Business Administration from College of the Desert and is completing his Bachelor of Science in Business Administration at California State University, San Bernardino.
Outside the office, Jeremy enjoys golf and previously competed on the College of the Desert golf team. The discipline, focus, and commitment developed through competitive golf continue to shape his work and client relationships.