Jeremy works with individual clients through all phases of the retirement process: accumulation, preservation, and distribution. in addition to retirement planning he also helps with education planning, social security planning, and estate planning. He was recently recognized by Owensboro Living Magazine as Owensboro's Best Financial Consultant.
Jeremy is a family man that loves spending time with his wife, Sheryl, and two daughters: Addison and Haley Grace. In addition to coaching his girls in everything from football (yes, one of the girls plays football) to basketball, he is extremely active in the local community. Having previously served on the board of directors of the YMCA and the Daviess County Public Library, Jeremy is currently serving on the board of the RiverPark performing arts center and was recently elected to the Owensboro Public School board. He also continues to support his alma mater, the University of Kentucky, as the president of the Daviess County chapter of the local alumni association.