Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Jeremy is a Principal in the Louisville office, where he serves as an advisor doing succession, business, and personal planning for small business owners and their employees. He also builds custom risk strategies for business owners and their employees that address risk management, employee retention, and qualified and nonqualified plans.
Prior to joining Cerity Partners, Jeremy served as a Financial Advisor at ARGI Financial Group. Before ARGI, he was a member of the U.S. Air Force stationed at Davis-Monthan Air Force Base in Tucson, Arizona. While in the military, he was an expanded duties dental technician and combat medic. After the military, Jeremy spent five years in the dental field in private practices.
In his free time, Jeremy enjoys making BBQ on his smoker, spending time with family and friends, and playing guitar.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.