President & Financial Advisor
Jeremy King has been in the financial services industry for 15 years. He most recently spent 7.5 years at VALIC/AIG Retirement Services working with individuals on retirement education, retirement planning, and managing investments. He has extensive experience working with the Texas pension systems, including TMRS, TCDRS, TRS, and ORP. Jeremy has years of experience navigating Social Security and is familiar with some of its more complicated issues, such as the Windfall Elimination Provision and Government Pension Offset. Jeremy also has extensive experience working with individuals in the private sector. Additionally, he spent several years doing financial planning and education for AIG employees, giving him a unique expertise on the AIG retirement plan.
Jeremy strongly believes that financial education comes first and that there is no “one size fits all” approach. He believes that each individual and family has their own unique circumstances and each deserves unique and focused attention.
Jeremy holds a Series 7, Series 66, and TX Life & Health licenses. He spends his free time playing ice hockey and enjoying live music. Jeremy lives in Fort Worth with his wife, two sons and two dogs.