Managing Director, CFP®
Independence is a family value.
I grew up south of Pittsburgh in the foothills of the Appalachian mountains. I'm the oldest of 5 children. My parents built their own house and gardened. We did everything ourselves. Independence is a family value — I came by it honestly; it's in my genetics.
I visited Greenville, SC every year as a child because my grandparents lived here. I attended school here and studied liberal arts and religion.
Later after I became a financial advisor, I earned the CFP® designation in 2005. I've been a financial advisor my entire career since I was 21 years old, at Mass Mutual, at Raymond James, as an independent with Wells Fargo, and finally as a fiduciary advisor and Portfolio Manager through Advisory Services Network. I've been through the dot com bubble and the Great Recession and Covid. That's one way I know my team is tough and smart. We've been tested.
My favorite thing in life is to be with my family. I have three children — Caedmon (19), Mir (15), and Mylo (5). My wife Ema and I love to travel together and meet new people, see beautiful places and try interesting food. I'm working hard for our clients and for my family's opportunities. I want us to have a great home life and expand our understanding of the world around us.
I want my kids to be curious and brave. Independence, curiosity, courage, wholehearted participation, resilience. These are my values.
Latest from Jeremy
Jeremy Strickler, CFP®jeremy@wwmgreenville.com “See to it that no one fails to obtain the grace of God; that no root of bitterness springs up and causes trouble, and by it many become defiled; 16 that no one is … unholy like Esau, who sold his birthright for a single meal. 17 For you know that afterward, when he desired to inherit the […]
I like the term “correction.” It implies that when markets sell off, they’re doing something right. I like this correction, because I think the markets were overpriced at 22x forward earnings. I like it when markets go down. How else will we be able to buy good investments at good prices?
So many of you express that as clients you are invested in us personally and you want us to succeed. We can’t help but to be humbled and appreciative. We want to live up to that.
