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Jeremy Heckman, CFP®, AFC®

Wealth Manager & Shareholder

“You can keep going and your legs might hurt for a week or you can quit and your mind will hurt for a lifetime. ”
– Mark Allen, Six-Time Ironman World Champion

 

A member of Accredited’s Wealth Management group, Jeremy is responsible for developing and directing client planning strategies. He also leads staff recruitment efforts, identifying talented professionals to best serve clients’ long-term needs.

Jeremy specializes in assisting clients with debt management strategies, vehicle transactions, and is a member of the Financial Therapy Association and the Association for Financial Counseling and Planning Education.

WHAT EXCITES JEREMY MOST ABOUT HIS WORK?

Jeremy enjoys the valuable relationships he develops with his clients in understanding what is important to them and providing financial piece of mind. He focuses on creating value through thoughtful discussions focusing on understanding the overall financial picture, identifying risk and opportunities, and simplifying things whenever possible.

PERSONAL PURSUITS

Jeremy enjoys running, biking, golf, tennis and spending time with his family.

Certifications:

University of St. Thomas – B.A. in Business
Kansas State University – M.S. in Personal Financial Planning
Accredited Financial Counselor™
Certified Financial Planner™