Jeremy joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. He serves as a Partner and Wealth Advisor at Waverly. Jeremy brings 18+ years of diverse wealth management experience to Waverly and works with high-net-worth individuals, families, highly successful business leaders, and executives in developing and providing customized, holistic financial planning and investment management services that include dealing with complex tax and estate issues, developing strategies to help reduce both income and estate taxes, monetizing and protecting assets and multi-generational wealth planning.
His passion is helping clients navigate complex financial decisions, simplifying sophisticated and complex financial needs into a comprehensive wealth strategy designed to help make specific goals and aspirations attainable.
Jeremy has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Retirement Planning Counselor™ (CRPC®) designations.
Jeremy enjoys building relationships with people, taking complex strategies and making them easy to understand and execute while utilizing his experience and knowledge to help people plan for their goals.
Jeremy loves spending time with his wife and two sons. In his spare time he hikes, coaches and plays baseball, enjoys watching the Chicago Cubs and Chicago Bears.