Jeremy joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. He serves as a Partner, Regional Director of Chicagoland, and Wealth Advisor at Waverly. In his leadership role, Jeremy works to support the continued growth and success of the Chicagoland team while helping foster a culture centered around collaboration, client service, and delivering an exceptional experience for clients.
Jeremy brings more than 20+ 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. His work includes addressing complex tax and estate issues, developing strategies to help reduce both income and estate taxes, monetizing and protecting assets, and creating thoughtful multi-generational wealth planning strategies.
His passion is helping clients navigate complex financial decisions by simplifying sophisticated financial needs into comprehensive wealth strategies designed to help make specific goals and aspirations attainable.
Jeremy has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations.
Jeremy enjoys building relationships with people, taking complex strategies and making them easy to understand and execute, and utilizing his experience and knowledge to help clients plan for their goals. As Regional Director of Chicagoland, he is committed to supporting both clients and colleagues through thoughtful leadership, collaboration, and a dedication to Waverly’s mission.
Jeremy loves spending time with his wife and two sons. In his spare time, he hikes, coaches and plays baseball, and enjoys watching the Chicago Cubs and Chicago Bears.
