Jeremy P. Hutzel, CFA, CFP® - President

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Jeremy Hutzel joined Sailer Financial in January 2005, became co-owner in 2012, and sole owner in 2016. Jeremy leads Sailer Financial's team-oriented and consultative approach to financial planning with all clients of Sailer Financial. In addition, he oversees the research, design, and management of investment strategies for Sailer Financial's individual and institutional clients.

Jeremy graduated from Belmont University with a BBA in Finance. He holds a Certificate of Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Additionally, he earned the right to use the Chartered Financial Analyst (CFA) designation through completion of a rigorous graduate-level self-study program offered through the CFA Institute. He is a FINRA Series 24 general securities principal, FINRA Series 7 and Series 66 registered representative (licensed with Securities Service Network, Inc., Member, FINRA/ SIPC), and is licensed in life, health, and variable insurance.

Jeremy's passions in financial planning include capital markets, retirement income planning, and estate planning. He currently serves on the board of the CFA Society of Nashville and the board of the Financial Planning Association of Middle Tennessee.  He enjoys live music, reading, sports, and spending time with friends and family. Jeremy and his wife, Aubrie, live in Nashville, Tennessee with their son Holden and dog Rufus.

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