Jeremy began his career with Legacy Wealth Advisors in 2016 as a summer intern, a position he held until he graduated from Missouri State University in Springfield, MO in 2018. At that time, he moved into a full-time role with the company. Jeremy has grown in his professional expertise by acquiring his CERTIFIED FINANCIAL PLANNER® certification and Accredited Investment Fiduciary® designation.
Throughout his career, he has spent time working with retirees to develop and implement their financial plans, as well as guiding them through decisions that will shape their retirement. When not working, Jeremy enjoys spending time outside with friends and family. One of his favorite activities is boating at Table Rock Lake with his soon-to-be wife, whom he is set to marry in May 2025.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the U.S.