About Jeremiah
My unwavering commitment lies in empowering individuals, families, and businesses to realize their financial goals and leave a lasting legacy. Backed by a track record of accomplishments in the highly competitive field of finance, including Top 100 people in Finance for 2023, I bring a wealth of expertise and unwavering dedication to delivering exceptional financial solutions to my valued clients.
Education
Bachelor's degree
IBF Designations
CES™
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
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At a Glance
IBF Designations
1
Member Since
2023
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.