Simplified Financial Advice.

Meet Jeremy


Jeremy serves as our team’s Operations Manager and Associate Wealth Advisor, handling all paperwork, client service, case and review preparation, research and much more. Jeremy enjoys utilizing his vast experience and education to assist clients with financial plans.

He discovered his interest in finance while helping young recruits manage their money while serving together in the U. S. Army. After returning home from Iraq, he started working with Bank of America while attending Kennesaw State University for his BBA in Finance. He then went on to work on the trade desk at E-Trade spent time managing a staff of 25 administrative assistants for the Atlanta office of Morgan Stanley.

In his time off, Jeremy is an active volunteer with Habitat for Humanity. He also enjoys staying active with his wife, Rebecca, and their kids Gabriel and Audrey, with school swim meets, camping and going to the gym.