Jeremy Lloyd

I am a life lifelong Hoosier born and raised in Anderson Indiana, and attended Anderson University where I studied economics and history. After graduating I was fortunate to meet my now wife whom I have been married to for 17 short years living in Fishers, Indiana with our two dogs. I came to the advisory career looking to help people after going through the 2008 Great Recession and seeing how that impacted people and their futures. I am a fully licensed fiduciary that takes an educative approach believing it is important that clients understand how to use investment tools to reach their planning goals and retirement dreams. I have been in the industry now for 14 years helping clients with their planning needs, focusing on asset protection, income distribution and taxation planning.