Jeremy Gardner

Jeremy brings over 20 years of experience in the financial services industry. In his role, Jeremy focuses on creating a consistent experience for both clients and team members by connecting financial planning strategy with operational execution across the firm.

Jeremy takes pride in helping simplify complex financial matters and making the planning process easier for clients. His approach centers on clear communication, follow-through, and helping clients feel supported and informed throughout every stage of their financial journey. Jeremy is committed to helping clients leave every meeting or conversation with greater clarity and confidence about their financial decisions.

Professional Designations and Associations

  • Business Administration, Management Emphasis | University of Sioux Falls

Personal Life

Jeremy enjoys traveling and exploring local restaurants with his wife, Connie, whenever he can. He is an avid golfer and sports fan who enjoys attending games in person and following a wide range of sporting events. With their children now grown, Jeremy and Connie especially enjoy spending time together with family over meals and gatherings.