AR License #16163743
MY PROFESSIONAL APPROACH
As a Financial Advisor, Jeremy is dedicated to helping families and businesses create financial and investment strategies that line up with their objectives and needs. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.
MY PROCESS
- Define Your Goals or Priorities
- Build Your Investment Strategy
- Implementation
- Make Necessary Adjustments
- Monitor Progress
MY BACKGROUND
Jeremy began his financial services career in 2009 with Wells Fargo Advisors and in 2020 made the decision the join the Benjamin F. Edwards Jonesboro office. Prior to his start in the financial industry, Jeremy worked as a tax accountant for over 10 years. Jeremy says: “I believe my background gives me an ideal foundation to speak to my clients about their investments.”
Away from the office, Jeremy enjoys spending time with his wife, Katrina, and daughter, Malory. Jeremy is an avid sports fan and enjoys the outdoors.
AREAS OF CONCENTRATION
- Investment Strategies
- Trust Planning Strategies
- Retirement Planning Strategies
- Wealth Management
EDUCATION
- Arkansas State University, Bachelor of Science Degree in Accounting.
My Community Activities
- First Baptist Church, Member