Jeremy’s role as a financial advisor follows nearly two decades as an auditor, where he supported the success and growth of small and mid-size businesses across southern Louisiana. This audit experience allows him to quickly identify key factors for business growth, and how to leverage a client’s present financial status toward future opportunities.
With a deep understanding of current financial reporting requirements, Jeremy helps clients optimize banking relationships. He knows how a financial institution assesses risk, and makes proactive recommendations to keep financing in place even as business conditions change. He clearly sees the fine line every business owner walks, between the desire for growth and the need to build a nest egg for future security, and provides direction to satisfy both sides over the long term.
Jeremy has seen first-hand how small businesses and family-run enterprises can gain significant advantages – and efficiencies – from consultation with an experienced financial advisor. He welcomes the opportunity to help shape the financial operations of a new venture and guide decisions to reach important milestones, offering right-fit options for retirement plans, insurance and other financial services.
It’s always important for me to first invest in the personal relationship, and build a business relationship from that foundation. I’m from South Louisiana, and that’s just what we do. When I know my client as an individual, I’m in a better position to help with key decisions – and bring in the right experts if that’s what’s needed.
— Jeremy Meaux