Jeremy is a detailed problem solver who enjoys boiling down complex issues to their simplest form so that clients can understand and make informed decisions.

In 2011 Jeremy began an apprenticeship working for his father’s advisory firm in Kansas City assisting with Medicare, Social Security and retirement income planning. Jeremy graduated from Benedictine College in 2013 with a B.A. in marketing and a minor in finance. He obtained a Series 65 license in 2014, and in 2016 joined a local insurance company in Kansas City to assist small business owners with group employee benefits and business transition planning. Jeremy moved to Orlando in 2017 for a mentorship in comprehensive personal financial planning and wealth management for high net-worth clients while working under a seasoned financial advisor for five years. In 2020, he obtained the CERTIFIED FINANCIAL PLANNER® certification and began working with Ruggie Wealth Management in 2023. He is now studying for the Chartered Financial Analyst (CFA®) level I designation.

Jeremy is engaged to be married to his fiancé Ashley, and shares a home with his three dogs. He enjoys time with friends, watching movies and TV shows with Ashley, playing in pick-up games i.e. soccer, golf and tennis, and watching the Kansas City Chiefs and English Premier League soccer.

Getting to Know Jeremy

What’s your favorite food? Lobster Bisque or Mac and Cheese

Best piece of financial advice you received: “Work to learn, don’t work for money.” – Robert T. Kiyosaki

Favorite quote: “The definition of genius is taking the complex and making it simple.” – Albert Einstein

If I could meet anyone, past or present, it would be… Elon Musk, or a close second Patrick Mahomes

Hidden talent/skills: I’m excellent at using two ears and one mouth as I listen twice as much as I speak

Favorite book: First Things First – Stephen Covey

Favorite movie or TV show: Game of Thrones

What motivates you? Becoming the best version of myself.

Favorite holiday: Christmas

Name something on your bucket list: Going to a Chief’s Super Bowl

Place you’d most like to visit: Hawaii

Biggest accomplishment: Proposing to Ashley

 

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