Jeremy Bok, CPA, CFP®, PFS, CPFA, AIF®
President - Wealth Advisor
Jeremy has more than 20 years of experience managing clients' financial goals through the four cornerstones of investment management, risk management, estate and financial planning, and tax advisory services.
Jeremy lives in Avon, Ohio, with his wife, Jackie, and their three daughters, Skylar, Sydne, and Sienna.
He has earned industry designations, such as Certified Public Accountant (CPA), with his expertise in individual and small business tax; CERTIFIED FINANCIAL PLANNER™ practitioner, which holds the advisor to the highest standard as it relates to financial planning; the American Institute of Certified Public Accountants' Personal Financial Specialist (PFS) designation; the Accredited Investment Fiduciary® (AIF®) designation from FI360, an institution dedicated to prudent fiduciary practices; and the Certified Plan Fiduciary Advisor (CPFA) credential, which demonstrates his knowledge, expertise, and commitment to working with retirement plans. Additionally, he is a Registered Representative (FINRA Series 7 and Series 66 securities registrations) with Commonwealth Financial Network® and also holds a license in Life, Health & Disability Insurance.
He has previously served as the president of the Board of the Cleveland Christian Home, vice president of the Board of the Community Care Network, and chairperson for the Technical Forum Committee in the Cleveland Chapter of the Ohio Society of Certified Public Accountants (OSCPA) for three years.
He is a member of the Ohio Society of Certified Public Accountants (OSCPA) and the American Institute of Certified Public Accountants (AICPA). Baldwin Wallace University is Jeremy's alma mater, where he earned a bachelor's degree in accounting and finance.