Jeremy S. Joseph
Jeremy has been involved in the financial services industry since 2006. Prior to joining Savant he was a senior financial consultant at TD Ameritrade and a financial consultant with Fidelity. He worked for Huber Financial Advisors from 2018 until it joined with Savant in February 2020.
Jeremy earned a bachelor of arts degree in communication studies from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional.
Jeremy lives in Lake Zurich, IL with his wife Sami, son Parker, daughter Remi, and boxer Charlie. He enjoys spending quality time with the family at local waterparks and traveling to beach locations for some R&R. He is a dedicated Kansas Jayhawks fan and an avid car enthusiast.
My goal is to provide clarity to my clients in an otherwise chaotic and complex financial world.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.