Jeremy D. Schares, CFP®, CRPC®
“The most rewarding moments consist of hearing a client say ‘thank you’ when you have helped them plan for their child’s college and their child graduates. Or when a client is celebrating their retirement with their family and friends and are financially secure. I empathize with what my clients are going through and I genuinely care."
Financial/Investment Advisor – 10+ years
Business Owner – 1+ year
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 regularly advises physicians, consultants, attorneys and accountants, and also works with small business owners. Jeremy has never been afraid of a challenge. 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.
Jeremy’s compassion for helping others contributes to his interest in helping the community. He was involved in raising funds and awareness for Multiple Sclerosis and Breast Cancer. Jeremy is married and has a son and a dog. He enjoys spending time with his family, working out, and playing baseball. Jeremy holds interest in OrangeTheory Fitness and is a fan of the Chicago Cubs, Blackhawks, and Bears.
- Bachelor of Science in Business Administration, Valparaiso University, 2007
- The College for Financial Planning Program, 2012
- Published works
- Worth Magazine, May-July 2017, “How can financial planning turn my legacy into a “live-acey”?
- Awards and professional distinctions
- Outstanding Leadership (Strategic Financial Group, LLC) - 2014
- Professional designation
- *CERTIFIED FINANCIAL PLANNER™ (CFP®)
- *Chartered Retirement Planning Counselor™ (CRPC®)