Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law

Education

  • 1997 BS - Industrial Management - The University of Alabama

Interests

Hello there. I'm Jeremy.

Here are a few things you should know about me....

-I'm Dad to two incredible boys whom I wish were LEGO influencers so that LEGO would send us free products.

-Since 1997, I've been married to Wonder Woman, but I call her Carrie.

-I love to hike mountains, which is kind of a silly hobby to pursue living in a town that is essentially 0 ft above sea level.

-I like coastal outdoorsey stuff too.

-I am a Financial Planner, Business Owner, and dilettante writer.

-Faith, Family, Community, and our clients hopes / goals ... That's what's on my mind, always.

Community participation

I love our community. Over the years I've been active in a few organizations that make it even better.

Previous experience

  • Financial Advisor - Edward Jones Investments, 2014 - 2020
  • Business Owner - Carver Door Company, 2002 - 2014