Financial Advisor & Managing Partner

Jeremy begins a new role as Managing Partner alongside his lifelong friend and colleague Shelby Moore. Jeremy is beginning 18th year with the company and first year as managing partner.

Jeremy works to manage our client’s investment risk. There are certain risks that are especially challenging when planning for retirement, such as market volatility and one’s longevity.

While many firms help grow money, we work to provide comprehensive planning which takes into account both accumulation and distribution of assets. Jeremy contributes to the team by employing specific strategies to help protect against volatility and longevity, as well as other risks that can be detrimental if not properly addressed. Jeremy focuses annuities and alternative investments for the Oak Financial Group.