Our Team
Jeremiah Thompson
Vice President, Private CFO®
Hometown: Gaithersburg, MD
States Licensed: AZ, DC, FL, GA, IL, KS, MD, NJ, NY, NC, OH, SC, TX, VA, WA
Credentials & Awards
- Series 7 (General Securities Exam)
- Series 66 (Uniform Combined State Law Exam)
- Georgia Life/Accident/Sickness
- Georgia Variable Products
About
Jeremiah has previously worked for Ameriprise Financial. For his final two years at Ameriprise, he led his office in production, client acquisition and financial planning. After graduating from James Madison University in Virginia, Jeremiah spent several years building two organizations that had groups touring up and down the east coast. Those unique experiences gave him great insight into what it takes to actually run, market, and grow an organization.
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
Ambidextrous
If you could only listen to one song for the rest of your life, what would it be?
Alexa De Paris (Prince) or Everybody Wants to Rule the World (Lettuce) or Positive Vibration (BMW) or Foreplay/Long Time (Boston)
If you could have the power of teleportation right now, where would you go?
The Pantheon in Rome
What is the last TV show you binge-watched?
Ozark
Motto or personal mantra?
All you've got to do is care. It's the impetus...
What inspires or motivates you to do your job, as it relates to the customer experience?
The feeling of understanding and comfort that clients get with clarity around both their simple and complex retirement questions... That's what I love.
MY TEAM: Alpharetta
Kile Lewis
Co-Founder
Cristina Briboneria
Managing Director, Private CFO®
Eric Pucciarelli
Managing Director, Private CFO®
Brandon Hayes
Managing Director, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Jamie Philipson
Executive Assistant
Steven B. Goldstein
Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Drew Pond
Wealth Plan Design Specialist
Mary Kennon Lewis
Client Service Coordinator
Elizabeth Elrod
Director of Finance
Michelle Berry
Client Service Coordinator
Kurt Brucker
Senior Vice President, Private CFO®
Allyson Garringer
Operations Manager
Charles M Steele
Vice President, Private CFO®
Rebekah Smith
Director of Business Operations
Auguste Hanna
Wealth Plan Design Specialist
Courtney Wimpey
Client Service Associate
Brian Watson
Vice President, Private CFO®
Venus Brown
Client Service Associate
Austin Willis
Wealth Plan Design Specialist
Lily Earles
Operations Coordinator
Danielle Witt
Client Service Associate
Ricky Vega
Associate Private CFO®
Background and qualification information is available
at FINRA's
BrokerCheck website.
* Securities offered through Kestra Investment
Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through
Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen
Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra
AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures