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Jeremy Tollas, CPFA, CIMA®

Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

Financial Advisors

Jeremy Tollas is an institutional retirement plan advisor based in Grand Rapids, MI.

Jeremy joined CAPTRUST in 2020, as a vice president and financial advisor responsible for working with organizations to further enhance their qualified and non-qualified retirement plans.  This includes consulting with plan sponsors on investments, fee policy development, participant education program design, and committee member fiduciary training.

Prior to joining CAPTRUST, Jeremy served as a relationship manager and retirement plan consultant for 12 years at Plante Moran, one of the nation’s largest certified public accounting, tax, consulting, and wealth management firms.

Jeremy is passionate about implementing highly customized and successful retirement plans for his clients. He has had the opportunity to speak at numerous industry events on best practices for monitoring retirement plans, fiduciary responsibilities, industry trends, and plan governance. The National Association of Plan Advisors (NAPA) recognized Jeremy with its Aces Award, as one of the top 40 advisors in the nation under 40 years old.

Outside of work, Jeremy loves to travel, golf, attend Michigan State football games, and spend time with his wife and two daughters—especially at their favorite Michigan lakeshore destinations.

Education

  • Bachelor of Arts degree in finance from Michigan State University

Industry Designations

  • Certified Plan Fiduciary Advisor (CPFA)
  • Certified Investment Management Analyst (CIMA®)

Awards & Recognition

  • Full-Ride Chick Evans Scholarship
  • NAPA Aces Award (Top 40 advisors under 40) | 2019 and 2020

Industry Involvement

  • Speaker, various industry events and conferences

Memberships

  • The Investments & Wealth Institute (The Institute®)
  • The National Association of Plan Advisors (NAPA)
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