Jeremy Kern, CPAJeremy Kern, CFP

Accountant. Investment Adviser

Location: Midland

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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.