Broker Check
Jeremy Smith, CFS

Jeremy Smith, CFS

Financial Advisor

About Jeremy

Jeremy has spent 20 years building a robust financial planning practice dedicated to helping his clients achieve their financial goals. His mission is to empower his clients to focus their attention on their lives without being stressed about their future. 

Qualifications

Jeremy earned a Bachelor's Degree in Communications from Bryan College. He holds a CFS designation, which reflects his advanced expertise with mutual funds and complex investment plans. His honors and achievements include:

  • Lifetime Member of MDRT
  • He was selected for recognition at the National Sales Convention multiple times.
  • Recipient of awards including President's Club, Platinum Achiever, Senate Award, and Top of the Pyramid

What Motivates Jeremy

Jeremy is most proud of his role as husband and father. He derives great satisfaction from helping clients and cherishes the genuine relationships he has built over the years. He is grateful for the priceless opportunity to help clients resolve problems and find solutions that bring them peace of mind.