Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Jeremy provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining the firm, Jeremy worked as a planning and operations associate for Authent Advisors and as a paraplanner for another wealth management firm. He also served in the Army National Guard from 2011-2017.

He has a bachelor’s degree in animal science and minors in chemistry and business from Texas Tech University and a master’s degree in personal financial planning from Texas Tech University. He is a member of the Financial Planning Association.

Personal Interests

Jeremy is an Arsenal FC supporter and enjoys golfing.