Family Office Captain

Jeremy David

Jeremy worked in a family business growing up and currently lives in Austin with his two sons and their two dogs. He has been an entrepreneur and advisor for 15 years with experience in financial planning, tax planning, exit planning for business owners, owner and executive
compensation planning and business sponsored retirement plans. He also has extensive experience in insurance planning and risk management.

Jeremy views planning as a process and coaches clients through an iterative process to ensure that goals are relevant, attainable and implementable. He has experience managing and educating in a variety of settings.

Jeremy earned his Bachelor’s degree in Sociology from Texas State University and holds an MBA from Texas State University.