Education and Accreditations
- Bachelor of Arts in Russian, East European, and Eurasian Studies from The University of Texas at Austin
- CFP® and APMA®
Among Jeremy’s career accomplishments, he is particularly proud of work he performed in the building of a planning process for a network of advisors across the U.S. With CFP® and APMA® certifications, he strongly values financial education and makes it a priority that each client stays well informed and ready to take full advantage of their opportunities.
Evidenced by his studies, Jeremy has a passion for Russian and Eastern European culture. From social organization to politics to economics, those historical lessons provide a unique perspective on assisting Slaughter Associates’ clients in achieving their personal goals. Combined with many years of experience as a planner and advisor with various RIAs, Jeremy approaches client portfolios with a worldly view and a strong desire to serve. In particular, he provides expertise in investment planning, estate planning, and philanthropic planning.
Things to know about Jeremy
If you wrote a book, what would be the subject?
“Rock music through the ages.”
What books do you enjoy reading most?
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.