Jeremy S. Joseph, CFP®

Jeremy Joseph is a wealth advisor at Huber Financial and works closely with his clients to create, implement and monitor their comprehensive wealth management plans.

He has more than 12 years of experience in the financial services industry.

“I believe, above all else, in doing the right thing for every single client, every single time. I start by developing a deep understanding of my clients’ needs through serious conversations about their most important long-term aspirations. Over time, if I am able to help my clients progress toward those long-term goals and they have peace of mind because of the improvements in their financial lives, I know I’ve done my job.”

Jeremy holds a bachelor’s degree in Communication Studies from the University of Kansas and a certificate in financial planning from Kaplan University. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

He lives in Buffalo Grove, down the street from the Lincolnshire office, with his wife, Sami, his son and daughter, Parker and Remi and his boxer, Charlie. Jeremy enjoys spending quality time with the family at local waterparks and traveling to beach locations for some R&R. He is also a dedicated Kansas Jayhawks fan and an avid car enthusiast.


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