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, The Wall Street Journal, Fortune, 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. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. 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. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.