Jeremy S. Joseph

CFP®, ChSNC®

Financial Advisor / Member Owner

My goal is to provide clarity to my clients in an otherwise chaotic and complex financial world.

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Jeremy has been involved in the financial services industry since 2006. Prior to joining Savant he was a senior financial consultant at TD Ameritrade and a financial consultant with Fidelity. He worked for Huber Financial Advisors from 2018 until it joined with Savant in 2020.

Jeremy earned a bachelor of arts degree in communication studies from the University of Kansas. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Special Needs Consultant® (ChSNC®). Jeremy’s son has special needs, which has led to a passion for assisting other families who are experiencing similar challenges. He wants to help others navigate the vast complexities involved with raising a family member with special needs. He serves on the board for C.I.T.Y. of Support (Children In Therapy and You), a nonprofit that provides resources to families navigating the needs of their children in therapy.

Jeremy lives in Lake Zurich, IL with his wife Sami, son Parker, daughter Remi, and boxer Charlie. He enjoys taking his family to local waterparks and traveling to beach locations for some R&R. He is a dedicated Kansas Jayhawks fan and an avid car enthusiast.


Education &
Designations

  • University of Kansas
    Bachelor of Arts in Communication Studies
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Special Needs Consultant® (ChSNC®)

 

Affiliations &
Community Service

  • C.I.T.Y. of Support (Children In Therapy and You) – board member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.