Jeramy Woods, CFP®, CEPA®, AAMS®

Most executives have spent years mastering their craft — leading teams, managing high-stakes decisions, and delivering results under constant pressure. But when it comes to their own financial life? They’re expected to figure it out between meetings.

And the truth is, many executives are doing well on paper — but still carry a quiet anxiety that the life they’ve built could be disrupted by one bad year, a bonus that gets cut short, or decisions they didn’t have time to think through carefully enough. That weight follows them home. And the people they’re working so hard to provide for feel it too.

This is where Jeramy comes in.

Jeramy helps executives with what they’ve built — so their lifestyle, their family’s security, and their long-term plans never depend on how any single year at work goes.

Jeramy focuses on helping executives:

• Stay in control of their financial life without it consuming their time or mental energy

• Make sure a cut bonus or unexpected change doesn’t disrupt the life their family counts on

• Build a long-term wealth strategy that runs quietly in the background — handled, coordinated, and always moving forward

• Show up at home without the guilt of “did I take care of everything I was supposed to?”

Jeramy is not here to push unnecessary products or add to the noise. His role is to be the one person in their corner who handles the financial side of their life completely so they can lead at work, and actually be present at home.

Here are three things Jeramy wants you to know about him and they all start with the letter M. Marines, Mensa and Ministry. Jeramy is a Marine, focusing on hard work, honesty and integrity. Jeramy is a member of Mensa and loves to analyze investment options and strategies. Jeramy loves to give back to his community. He is fluent in sign language and serves the deaf community through church and outreach.

Jeramy is a father of five children with the ages between 9 and 23 years old. In the evenings, you will typically find him coaching swimming for the Sandpipers of Nevada.