MAVERICK WEALTH MANAGEMENT - Key Persons
Jeremy has a deep joy for helping people and believes his calling is to help others to be good stewards of their wealth. He firmly believes in three things about his role as a wealth manager: First, he believes everyone is different and there is not a cookie cutter approach that magically works for everyone. Thus, listening is the first role. Secondly, He believes that diligence is a requirement. Since no two clients are exactly the same, they are each owed the adequate time to research for their objectives. Lastly, he believes his job is just as much to educate the client as it is to provide advice. "Clients cannot make educated decisions without first being educated," Jeremy said. "Too often we see client's come in who bought products without any understanding of what they own, why they own it, or what the risks are." The compassion, devotion and pride Jeremy has for his clientele is unmatched.
Between internships, commodities trading, and financial services, Jeremy has been in the industry since 2000. He received two Bachelor of Business Administration degrees at the University of North Texas in Denton. His first degree is in Financial Planning and the second in Insurance. After taking the LSAT, and planning on going to law school, Jeremy chose to end his formal education and start a career. Over the years, Jeremy has been recognized for some the highest levels of achievement in his industry. Jeremy was the salesman of the month over a dozen times and salesman of the year twice while in the commodities business. Jeremy earned his Chartered Retirement Planning Councilor (CRPC) and Accredited Wealth Management Advisor (AWMA) designations in 2010, both from the College for Financial Planning.
Jeremy's work ethic carried over into his schoolings, but also his real passion, sports, where he found a second home and thrived in athletics. He was elected team captain of his high school baseball team and went on to play competitively after high school. Although injuries cut his collegiate baseball career short, he continued to play and was even elected MVP of the Texas Semipro league. Although he now only plays golf, and is an active member of the Pecan Valley Golf Association (PVGA), he is still an avid baseball fan. He fiercely supports the Dallas Cowboys, Texas Rangers, Dallas Mavericks, PRCA rodeos, and many of the golfers on the PGA tour.
Jeremy's biggest passion now is his family. He spends as much time as he can with his wife, Tasha. They have a dog, Barrett, barn cats, and cows. "Many people call their spouse, ‘their better half,' but in our case, she is both halves that keep me whole," Jeremy said when speaking of his wife. They are in the process of finding a new church home close to their house, which is now in the Burleson/Crowley area. They enjoy traveling, once a year, back and forth to Oregon, where Tasha grew up. Annually, they travel domestically and plan to do more international travels in the future.
Job Titles:
- Vice President of Client Services
I am passionate about working with my clients and want them to experience financial confidence now and into retirement. I strive to thoroughly and accurately understand, diagnose and implement financial solutions that will strategically focus on my client's unique needs. I will look at your entire financial picture and leave no question unanswered- cash reserves, debt management, investments, protection and taxes, will all be my main focus. I desire that my clients be confident and rest assured that their financial needs are being pursued and managed with confidence.
Job Titles:
- Vice President of HR & Client Concierge
Tasha supports Maverick Wealth's wealth managers and client services coordinator by coordinating the many tasks that need to be completed on a daily basis.