Jeremy Mandel

Jeremy has over a decade of experience as a financial advisor, specializing in retirement income and investment planning. He has a unique perspective with the knowledge and experience to help clients weather any financial storm and plan for the future and beyond. 

His commitment to building long-term relationships with his clients is unmatched and helping them reach their goals is his number one priority. Forging personal relationships with his clients is Jeremy’s passion, and he loves guiding them to financial freedom. 

Born and raised in San Antonio (and a 4th generation Alamo Heights resident), Jeremy graduated from the University of Arizona in 2007 with a degree in Political Science. It was at the U of A where he met his wife Lauren, a native Houstonian. They are proud parents of one daughter, Maggie, and their Labrador, Rocky. In his spare time, Jeremy enjoys collecting bourbon (much to Lauren's dismay, he has one of the largest libraries of American whiskey in South Texas), the San Antonio Spurs, the Dallas Cowboys, and taking Maggie on ice cream dates. 

Jeremy is active in the Alamo Heights School District Watchdog program at Cambridge Elementary and with the Alamo Heights School Foundation, as well as little league coach and former board of trustees member of Temple Beth El. He is also active in the Karma Philanthropy program, using whiskey to help families in need. To date, they have raised 1 million dollars to go directly into the hands of families in need.