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) designation.
Outside of work, Jeremy is a husband and father to three boys. His interests include reading about history and economics, playing golf, and attending sporting events. Jeremy is a volunteer at his church and helps lead men’s community groups.