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 when providing financial wisdom. Jeremy has been a certified public accountant since 1989 with financial experience in public accounting and industry. He now focuses on 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, Surviving Financial Meltdown, was written soon after the economic recession and sold over 130,000 copies. 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 radio broadcast.
In addition to making financial recommendations, Jeremy is able to implement strategies in both 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 also loves outdoor recreation activities of tennis, snow skiing, hiking, and riding bikes.
Professional Experience
- 2018 – Present Founder – Jeremy White, CPA and Family Wealth Advisor
- 2005 – 2018 Owner/Member – BlytheWhite, CPA & Financial Advisors
- 1998 – 2005 Founder and Member – Jeremy L. White, CPA, PLLC
- 1993 – 1998 Assistant Treasurer – Electric Energy, Inc.
- 1991 – 1993 Accounting Research Professional – FPL Group, a publicly-held utility holding company in Florida
- 1988 – 1991 Senior Auditor – Ernst & Young, Miami, Florida Office Certified Public Accountants
Practice Focus Areas
- Comprehensive wealth management services, including implementing strategies for investments, retirement plans, annuities, and insurance
- Tax planning and preparation for individuals and families
- Estate and wealth transfer planning for individuals and families
Education & Certificates
- Bachelor of Science in Accounting, Summa Cum Laude, University of Evansville 1988
- Certified Public Accountant (CPA) since 1989.
- Registered Representative with securities registrations (Series 6, Series 7 and Series 66) – currently registered in 18 states
- Insurance Licensed as Resident Agent in Kentucky – maintaining lines of authority for life, variable life, variable annuity and health insurance since 1999; continuing to have non-resident license in multiple states
- Named as one of “Top 40 Advisors” with previous broker-dealer for 16 consecutive years
Professional Affiliations
- Certified Kingdom Advisor® with Kingdom Advisors
- American Institute of Certified Public Accountants
- Kentucky Society of Certified Public Accountants
Civic and Charitable Affiliations
- Board Member – Hope Unlimited Family Care Center
- Board Member – Men Who Win & Iron Sharpens Iron
- Various service roles– First Baptist Church, Paducah
- Past Board Member – Baptist Health Foundation
- Past Board Member – Fellowship of Christian Athletes – West Kentucky
Selected Publications and Professional Presentations
- Published 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 Money
- Periodic contributor of articles in magazines and newsletters regarding personal finance
- Quoted in US News and World Report for retirement planning (June 23, 2008)
- Appearances for financial matters on local, regional and national radio
- Presentation: “Splitting Heirs: Transferring Wealth to Leave a Blessing, not a Burden” BaptistHealth Philanthropy Power Hour (October 11, 2016)
- Presentation: “Retirement Plans and Financial Planning” Kentucky Dental Association, Louisville, KY (August 21, 2015)
- Presentation: "Integrated Wealth Management for Physicians: Wealth Creation, Preservation and Transfer" Annual medical staff meeting in Paducah
- Continuing 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.