I grew up on Camp Pendleton, a Marine base between San Diego and Los Angeles, where discipline wasn't something discussed so much as practiced. My grandparents played a significant role in shaping how I think about family, responsibility, and showing up for the people who count on you. Those early lessons have a long reach.
My interest in finance developed naturally, fed by a genuine fascination with how markets work and the impact a good advisor can have on someone's life. Early exposure to seeing my mother working in the industry, along with a steady diet of financial documentaries and the occasional Wall Street film, made the career feel like a direction rather than a decision.
I began at Northwestern Mutual, where I built my foundation in investment principles with a focus on asset and income strategies. In 2004, I added a broker's license and founded a home mortgage company serving clients across Minnesota. By 2010, I had transitioned fully into private wealth management at Wells Fargo, working with families and business owners on comprehensive long-term financial planning. I founded Demery Wealth Advisors in October 2017 to build something more focused and more personal.
The work I find most rewarding is the translation: taking institutional-level economic research and making it genuinely relevant to the decisions a client is actually facing in their own life. That's where the impact is, and it's where I put the most care.
Outside of work, I stay active through regular training, which I consider essential to managing a demanding schedule. My wife Jenna and I have three children, Kayla, Kiley Jr., and Amaya, and a granddaughter, K'onni. We make a point of traveling together every spring break, usually to Mexico, and we enjoy live music whenever we can get out for it.
I'm actively involved in my community, serving on the Board of the Eden Prairie Community Foundation, the Board of the Association for Black Economic Power, and the Board of Directors of the Eden Prairie Chamber of Commerce.
And yes, I'm a Los Angeles Chargers fan, win or lose.
Credentials
- Series 7 with LPL Financial
- Series 66 with LPL Financial
- Life & Health Insurance License
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.