Jeremy B. Staadeker, CFP<sup>®</sup>, AIF<sup>®</sup>

Jeremy B. Staadeker, CFP®, AIF®

Founding Partner, Director – Wealth Manager

Jeremy Staadeker is a founding partner, director and wealth manager at Steward Partners. Jeremy became a financial advisor after working for over ten years as a Certified Public Accountant, though he does not currently practice. Having worked with individuals and businesses in both public accounting and corporate environments, Jeremy has the experience to advise his clients on a wide range of wealth planning and investment management topics. Jeremy is passionate about helping his clients meet their goals in the face of economic uncertainty.

Jeremy holds the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and who have passed the 10-hour CFP® Certification Examination covering the following areas: the financial planning process, retirement and employee benefits, investments, tax planning and management, risk management and estate planning.

Jeremy grew up in Cincinnati Ohio and attended Sycamore High School. Jeremy went on to obtain his BA and MBA in Accounting from Indiana University. His security industry registrations include the Series 7 and 66 and he is a licensed insurance agent (life, health and variable life).

Jeremy resides in Vienna, Virginia with his wife Lauren, who is a practicing Psychologist, and their sons Reese & Ethan. When not shuttling the kids to various activities, they can be found at the gym, working on home improvement projects and spending time with friends and family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.