Jeremy D. Schares, CFP®, CRPC® Promoted to Vice President of Wealth Management
Chad E. Hassinger, CFP®
Chief Executive Officer
July 19, 2018
Jeremy D. Schares, CFP®, CRPC® was recently promoted from Associate Vice President of Wealth Management to Vice President of Wealth Management. As a member of our Wealth Management leadership team, Jeremy brings 10+ years of diverse wealth management experience to SFG. Jeremy provides comprehensive financial planning and investment management services to individuals and their families. He began his financial career in the banking industry, and spent considerable time in the Investment and Trust department where he became knowledgeable on different types of trusts and the administration of trusts. Jeremy’s path has led him to work side by side with the Chief Investment Officer to develop SFG’s Portfolio Strategies and helping to implement them for our clients.
Jeremy is passionate about helping others. He graduated with a degree in Corporate Finance from Valparaiso University, and leading up to that Jeremy had the realization that he didn’t want to be working on a project by himself, in a cubicle and punching away at a calculator. He wanted to use his skill set in finances and math to help others. Jeremy continued his education through the College for Financial Planning Program. He enjoys the relationships he develops with clients and fulfillment of helping others, and builds upon his strengths by helping others plan and achieve their financial goals. Jeremy earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Retirement Planning Counselor™ (CRPC®) designations.
Congratulations Jeremy! Your dedication and hard work is appreciated and valued. Keep up the good work!
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