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 2020.

Jeremy earned a bachelor of arts degree in communication studies from the University of Kansas. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Special Needs Consultant® (ChSNC®). Jeremy’s son has special needs, which has led to a passion for assisting other families who are experiencing similar challenges. He wants to help others navigate the vast financial complexities involved with raising a family member with special needs. He is a steadfast volunteer for C.I.T.Y. of Support (Children In Therapy and You), a nonprofit that provides resources to families navigating the needs of their children in therapy. He is also a member of the Academy of Special Needs Planners.

Jeremy lives in Lake Zurich, IL with his wife Sami, son Parker, daughter Remi, and boxer Charlie. He enjoys taking his family to local waterparks and theme parks, as well as traveling to beach locations for some R&R. He is a dedicated Kansas Jayhawks fan and an avid car enthusiast.