Jeremy Wassmer, CFP®
Wealth Advisor
Jeremy, a CERTIFIED FINANCIAL PLANNER™ (CFP®), is a detailed problem solver who enjoys boiling down complex issues to help clients make well-informed decisions.
He began his career in the financial services industry in 2011 and worked at his father’s advisory firm in Kansas City, focusing on retirement planning. In 2015, Jeremy worked as a financial advisor who served small business owners, and in 2017, he moved to Orlando for a mentorship in comprehensive personal financial planning and wealth management. In 2023, Jeremy joined Destiny Wealth Partners and Destiny Family Office, and today, works alongside Tom Ruggie to serve UHNW clients. He is committed to paying meticulous attention to detail and to providing exceptional client experience.
Jeremy earned a Bachelor of Arts degree in Marketing and Finance from Benedictine College in Atchison, Kansas, and currently holds a Series 65 license. He enjoys spending time with his wife and four dogs and watching the Kansas City Chiefs.
Getting to Know Jeremy
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
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: New York
Biggest accomplishment: Happy wife