Meet Jeremy Whether advising a widow, helping a business owner plan for retirement, or writing a book about personal finances, Jeremy is at his best in bringing wisdom to people’s financial situations. Jeremy has been a certified public accountant since 1989 with financial experience in public accounting and industry. His focus now is helping families manage their financial affairs.His passion and experience make him a trusted advisor for clients. He has coauthored six nationally-released personal finance books. The most popular book, selling over 130,000 copies, was written soon after the economic recession: Surviving Financial Meltdown. His other books include: Your Money after the Big 5-0 with Larry Burkett and Ron Blue; Splitting Heirs, Complete Guide to Faith-Based Family Finances, and Master Your Money with Ron Blue; and, Your Kids Can Master Their Money with Ron and Judy Blue.Jeremy has been interviewed by several national media outlets, such as U.S. News and World Report and Focus on the Family’s international broadcast.Beyond making financial recommendations, he’s able to implement strategies in investments and insurance. When not working and writing, he loves to serve both in his community and on the tennis court. Jeremy has served on the boards of directors for Baptist Health Foundation, Hope Unlimited Family Care Center, Fellowship of Christian Athletes, and Men Who Win Ministry.When not serving on these boards or in his local church, he’s serving the occasional ace on the tennis court. He loves outdoor recreation activities with his wife and daughters playing tennis, snow skiing, hiking, and riding bikes.Professional Experience2018 – Present Founder – Jeremy White, CPA and Family Wealth Advisor2005 – 2018 Owner/Member – BlytheWhite, CPA & Financial Advisors1998 – 2005 Founder and Member – Jeremy L. White, CPA, PLLC1993 – 1998 Assistant Treasurer – Electric Energy, Inc.1991 – 1993 Accounting Research Professional – FPL Group Publicly-held utility holding company in Florida1988 – 1991 Senior Auditor – Ernst & Young, Miami, Florida Office Certified Public AccountantsPractice Focus AreasComprehensive wealth management services, including implementing strategies for investments, retirement plans, annuities, and insuranceTax planning and preparation for individuals and familiesEstate and wealth transfer planning for individuals and familiesEducation & CertificatesBachelor of Science in Accounting, Summa Cum Laude, University of Evansville 1988Certified Public Accountant (CPA) since 1989.Registered Representative with securities registrations (Series 6, Series 7 and Series 66) – currently registered in 18 statesInsurance Licensed as Resident Agent in Kentucky – maintaining lines of authority for life, variable life, variable annuity and health insurance lines of authority since 1999; continuing to have non-resident license in multiple statesNamed as one of “Top 40 Advisors” with Cetera Financial Specialists broker-dealer for 16 consecutive yearsProfessional AffiliationsCertified Kingdom Advisor® with Kingdom AdvisorsAmerican Institute of Certified Public AccountantsKentucky Society of Certified Public AccountantsCivic and Charitable AffiliationsPast Board Member – Baptist Health FoundationPast Board Member – Hope Unlimited Family Care CenterBoard Member – Kentucky Baptist FoundationBoard Member – Fellowship of Christian Athletes – West KentuckyBoard Member – Men Who Win & Iron Sharpens IronDeacon and Sunday school teacher – First Baptist Church, PaducahSelected Publications and Professional PresentationsPublished co-author of six personal financial planning books: Surviving Financial Meltdown; Your Money after the Big 5-0; Splitting Heirs; Complete Guide to Faith-Based Family Finances; Master Your Money and Your Kids Can Master Their MoneyPeriodic contributor of articles in magazines and newsletters regarding personal financeQuoted in US News and World Report for retirement planning (June 23, 2008)Periodic guest on financial matters for local, regional and national radio appearancesPresentation: “Splitting Heirs: Transferring Wealth to Leave a Blessing, not a Burden” BaptistHealth Philanthropy Power Hour (October 11, 2016)Presentation: Kentucky Dental Association, Louisville, KY “Retirement Plans and Financial Planning” (August 21, 2015)Presentation: Integrated Wealth Management for Physicians: Wealth Creation, Preservation and Transfer – annual medical staff meeting in PaducahContinuing Education Seminar Presenter – Kentucky Society of Certified Public Accountants – Retirement Planning Fundamentals for CPAs – Louisville, KY (2013)Award recognition or a listing in publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These listings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.