As President and Owner of Sailer Financial, LLC, Jeremy's primary responsibility is guiding our clients through complex decisions on the path to financial independence. He also enjoys managing the investment portfolio, developing new relationships, and fostering company culture.
Jeremy began his career with Sailer Financial in 2005 working in investment research and portfolio administration. In 2012 he seized the opportunity to become co-owner with company founder Amy Chubbs, CFP® and took over day-to-day management of business operations and strategy. Over the next four years Sailer Financial grew tremendously, almost tripling in assets under management by February 2016 when Jeremy became sole owner through a strategic succession plan with Amy. Today, Jeremy gratefully manages approximately $325 million in wealth for over 130 families through the support of an experienced team that - in addition to himself - includes two CFP® certificants, one CFA charterholder, and a registered paraplanner.
Sailer Financial is fortunate to serve an incredible client base, primarily comprised of executives, Nissan management, and cross-border families, three of Jeremy's specialties. He currently serves on the board of the CFA Society of Nashville and the board of the Financial Planning Association (FPA) of Middle Tennessee. Jeremy and his wife, Aubrie, live in Nashville, Tennessee with their son Holden and dog Rufus. In addition to reading, fitness, and following the Predators, he loves live music and has attended over fifty shows at his favorite venue, the historic Ryman Auditorium.
Jeremy graduated from Belmont University with a BBA in Finance. He holds a Certificate of Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Additionally, he earned the right to use the Chartered Financial Analyst (CFA) designation through completing a rigorous graduate-level self-study program offered by the CFA Institute. He is a FINRA Series 24 general securities principal, FINRA Series 7 and Series 66 registered representative (licensed with Securities Service Network, Inc., Member, FINRA/ SIPC), and is licensed in life, health, and variable insurance