Let us be your financial guide, helping to create, manage, and protect your legacy.
Jeremy R. George, CFP®
Jeremy R. George, co-founder and financial advisor with George-Wellons Wealth Group is passionate about advocating for his clients’ financial goals. He believes his purpose is to help them be the best steward of their wealth and use this wealth not as the endgame but as a conduit for a more fulfilling life. Through financial planning strategies that incorporate investment, tax, gifting, and estate planning, Jeremy helps maximize his clients’ impact now and the legacy they leave later.
He and Eric established their firm to provide independent concierge-level service to families and small businesses in a clear, no-nonsense way.
Jeremy is a Middle, Tennessee native and lives in Brentwood, Tennessee, with his wife, Hannah, and their six children; Ella, Miles, Griffin, Trulie, Hogan, and Maven. Jeremy graduated from Lipscomb University and has nearly 20 years of experience in the investment industry. In his spare time, Jeremy enjoys spending time with his family and friends, working in the yard, exercising, coaching youth sports, anything outdoors, and living out his faith by serving others.
Life seems to constantly get faster and more volatile, and Eric co-founded George-Wellons Wealth Group to be a calm in the storm. He provides sound advice with an ultra-conscious effort to simplify the financial world, making the complex clear, and brings a down-to-earth and relaxed approach to financial decisions.
As a financial advisor, Eric sees it as his calling to advocate for his clients in the midst of the chaotic world we live in, to cut through the deafening noise, and be a steady voice directing his clients to their goals. At the same time, he is passionate about protecting them from the many pitfalls and pressures of the media and misinformation, and feels called to highlight the truth and bring clarity to confusion.
Eric realizes the tremendous gap that exists between most people’s goals and what they are actually doing, and acts as a guide to close that gap as much as possible, aligning intentions and reality.
Enjoying true independence, George-Wellons Wealth Group coordinates their clients’ investment, estate, gifting, and tax planning into one focused, customized plan.
Another passion of Eric’s is fighting the epidemic of financial illiteracy, and he believes that this woefully undertaught topic should be a greater priority. As such, he volunteers his time to spread this message to various demographics and populations, equipping people with the tools to build a stronger financial foundation.
Eric lives in Franklin, Tennessee with his wife Ashley, son Tanner, daughter Allie, and their two dogs Rizzo and Charlie.
Client Services Director
In her role as client services director, Jenni is the first point of contact clients have with our team. Her first and foremost responsibility is to see that clients receive the attention they deserve and that their experience with us exceeds their expectations. Jenni brings energy, organizational skills, attention to detail, marketing, and technology. Please contact her when you have questions about your account balances, statements, deposits or withdrawals, to schedule a meeting with us, or with any other related questions or needs.
Originally from Nashville, Jenni attended the University of Tennessee, where she studied communication and information technology. Today, Jenni lives in Nashville with her husband, Taylor, and the couple’s four rescue dogs, Peyton, Eli, Goose, and Scooby. In her spare time, she enjoys outdoor activities, playing sports, volunteering for the Special Olympics, and fostering an occasional puppy that needs extra care and support before adoption.
Jared is on track to become an advisor with our firm, and in the meantime, he is a Swiss army knife, handling extensive needs and tasks for clients.
Jared joins George-Wellons Wealth Group with banking analyst experience. He completed a year-long commercial banking training program out of college and then served as a Treasury Analyst at Trust Financial, formerly SunTrust Bank. He brings strong analytical skills and a passion for helping clients reach their goals.
He grew up in Normal, Illinois, and graduated from Lipscomb University with a degree in finance and management. During his time at Lipscomb, he competed on the cross country and track & field teams. In his spare time, you can find him on a run or bike ride in the Nashville area.
Request a Strategy Session.