portrait of Jeremiah D Johnson

About Jeremiah

As a financial advisor, I strive to prepare individuals and families for a financially fit lifestyle to help them attain their unique financial goals. My mission is to create trust and develop long-term personal relationships that offer in depth strategic financial planning for business owners, individuals close to retirement, individuals in retirement, widow(er)s and individuals dealing with estate or divorce considerations.

My approach with clients operates around three vital pillars:
1. Personalized Financial Strategies. Long-term retirement planning is a continuous process that needs modifications and adjustments along the way as life events occur. We work together in this process to...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lamar UniversityMasters
  • Eastern New Mexico UniversityBachelor of Science

Team Members

  • Kara Henderson
    Sr. Branch Office Administrator

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