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OAK FINANCIAL ADVISORS
Get To Know Jeremy Vernor
James is pleased to have Jeremy as a value added partner. There are certain risks that are especially challenging when planning for retirement, such as market volatility and one's longevity. Jeremy helps manage our client's investment risk, manage portfolios, and is the key person for alternative investment stategies.
While many firms help grow money, we work to provide comprehensive planning which takes into account both accumulation and distribution of assets. Jeremy contributes to the team by employing specific strategies to help protect against volatility and longevity, as well as other risks that can be detrimental if not properly addressed. Jeremy also focuses on annuities for the Oak Financial Group.
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