Jeremy Kern, CPA, CFP
Accountant. Investment Adviser
Location: Midland
Connect with Jeremy on LinkedIn
Education
- Bachelor’s Degree – Western Michigan University
Certifications & Professional Affiliations
- Certified Financial Planner (CFP®)
- Certified Public Accountant (CPA)
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Michigan Association of Certified Public Accountants (MICPA)
- Member, Northeastern Michigan Estate Planning Council (NMEPC)
Specialties
- Financial Solutions
- Tax planning and consulting for small to mid-sized business entities & individuals
- Trust and estate tax planning
- Quickbooks Online Proadvisor
- Auto Dealerships
- Construction
Community Involvement
- Jeremy is active in the Northeastern Michigan Estate Planning Council and serves as a board member.
Personal
- Jeremy enjoys golf, novice level woodworking, camping, and traveling throughout Michigan.