Jeremy helps individuals, families, retirees, and business owners navigate important financial decisions with clarity and perspective. His work includes financial planning, retirement and income planning, investment management, estate planning considerations, charitable giving, and business transition planning.

His path into wealth management was shaped by a personal experience helping care for his grandparents and working through the many financial decisions that came with that responsibility. That experience ultimately led Jeremy to transition from public accounting into financial services, where he could help families approach complex financial matters in a more coordinated way.

Professional Experience

Before entering wealth management, Jeremy built an extensive career in public accounting and corporate finance, including serving as a Senior Manager with Ernst & Young. His accounting and tax background continues to provide a strong analytical foundation for his work with clients.

Jeremy also serves as an Adjunct Professor in the Bob Jones University School of Business, where he teaches finance and financial planning courses. He enjoys bringing together research, real-world experience, and education to help make complex financial concepts easier to understand.

Personal Summary

Jeremy’s approach is grounded in a commitment to fiduciary advice, lifelong learning, and biblical principles. He enjoys helping clients think clearly about their resources and make thoughtful decisions that reflect their priorities, families, and long-term goals.