And who we are defines what we stand for. 

Meet Jeremy Askren, founder.
​Jeremy is a helper, educator, and coach at heart. He has a vested interest in his clients’ well-being; that’s why he takes the time to walk them through all the stages of their wealth management journey. He’s clear-eyed about the challenges his clients could face at any given time, but he takes pride in helping them navigate market risk and volatility. He wants to help clients understand the what, why, and how of their finances — and also the “what’s next?”

Jeremy is an 18-year veteran of the industry. He is an Investment Advisor Representative and holds his Series 7 and 66 registrations, as well as his life and health insurance licenses.

When he’s not at work, Jeremy enjoys spending time with his wife, Courtney, his daughter, Jade, and his sons, Jeron and Kyler.

​Meet Andrea Louderbaugh, executive assistant.
Andrea has worked in the financial services industry for 14 years, and she’s been Jeremy’s assistant since July of 2012.  Her expertise is in client follow-up, office processes, and processing cases, which means a lot of paperwork. She helps clients answer questions about the process from start to finish.
Andrea is adventurous, detail-oriented, and cheery, with a heart for service and a love of solving problems for clients. She believes that no matter how difficult or unusual the problem, there is always a solution.
When she’s not at work, Andrea loves to read, being an auntie, and weekend trips with Koren, who she calls “the Louise to my Thelma.”

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