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Meet Jeremy

 

Jeremy is a well-known financial educator, author, speaker and wealth advisor. His experience is in helping individuals and companies develop custom money management strategies that help them preserve their wealth. Jeremy has advised current and past employees of ExxonMobil, AT&T, Southwestern Energy, Chevron and many successful entrepreneurs.

Jeremy has spoken at Harvard Business School, NASDAQ, Coca-Cola, Microsoft and several other notable organizations. He also had multiple appearances on Fox 26 News as a financial analyst. He’s been featured in Forbes, the Huffington Post, CBS News and NBC News.

Jeremy’s unique approach to wealth management is centered around a tax-based philosophy and utilizing tax-reduction strategies. By analyzing his client’s situation from a tax, investment, insurance and estate planning perspective, he helps them minimize their taxes and maximize their future wealth.

Jeremy has lectured widely on financial topics and speaks regularly to investors. He earned his RFC from the International Association of Registered Financial Consultants (IARFC). He is also a Five Star Wealth Manager award winner from 2022.

Jeremy’s true passion is spending time with his wife, Cindy, and their children, Lane, Katelyn and Chase.

Reach out to Jeremy for a no-obligation consultation.

 

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.