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 2015-2018 and 2022.

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


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.

Favorite food:

Steak with a baked potato

Best piece of financial advice received:

You can never go broke taking a profit

Favorite quote:

An investment in knowledge always pays the best interest, Benjamin Franklin

If you could meet anyone, past or present, it would be:

Warren Buffet

Favorite book:

Good to Great by Jim Collins

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