Advisor profile

Our approach

Element Wealth Advisors provides professional advice and personalized guidance to our clients. We are passionate about your unique life goals and investment challenges. We believe there’s no substitute for the confidence you feel knowing someone is looking out for you.

We start with a conversation about what you want out of life, so we can help you build your plan with the right solutions to put your dreams within reach.

Element Wealth Advisors engage experience and innovation to help you organize and manage your finances.

Planning for life is having a plan in place to help you achieve your personal and business financial goals.

Together, Element Wealth Advisors and you are planning for life.

Areas of focus

  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS - Economics, The University of North Carolina at Charlotte 2002,
  • Economic Studies - Lancaster University School of Management, Lancaster England 2001

Interests

Jeremy is an energetic person and likes being involved with the community. He enjoys different cuisines, fitness, automobiles, historic preservation and architecture, traveling and current events. He is a strong advocate for arts organizations in Atlanta.

Spending time with family and friends is important to him, as well as volunteering with local non-profits. Jeremy is environmentally mindful and is curious about history, technology, science, health care and government. When he is home in Midtown Atlanta, he can be found maintaining his yard, working on a home project, cooking and reading or listening to a variety of music.

Community participation

  • Human Rights Campaign - Federal Club Member
  • AID Atlanta - LOOP Member
  • Environmental Action
  • The Salvation Army
  • The Atlanta Community Food Bank
  • Atlanta Humane Society
  • The Leukemia and Lymphoma Society Georgia Chapter
  • The Clean Air Campaign
  • The Georgia Trust - Sponsor and Member
  • St. Vincent de Paul Georgia
  • CURE Childhood Cancer - Sponsor
  • Historic Atlanta
  • Voices of Note - Board of Directors

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • Five Star Wealth Manager, 2012-2016

My photos

4 albums
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