Jeremy Sickles, CFP®, BFA™
My mentor once told me, "The only true measure of success is the effect one has on the life of another". This simple statement has stuck with me throughout my life as a guide for my professional career. As a financial advisor, I get to impact my client’s lives on a daily basis through a variety of services such as comprehensive financial planning, retirement income and estate planning, education planning, and risk management solutions.
I pride myself on providing education and top notch service to my clients. I believe in putting time into helping my clients understand the solutions available to them upfront. Once someone becomes a client I believe in returning phone calls promptly, meeting on a regular basis, and being available to discuss questions and concerns.
Before joining Lifetime Wealth Strategies in 2014, I spent over 11 years working for a large regional bank in the Kentuckiana area. The last 8 of those years were spent working directly with clients handling all of their financial planning needs.
When not working, I enjoy spending time with my wife Bethany and our two children, Kylie and Parker. I also enjoy listening to and playing music, golfing, outdoor activities, and being active in my local church.