Jeremie Alley, CRPC™

Regional Vice President

Jeremie Alley earned his Bachelor’s in Finance from the University of Texas of the Permain Basin. He is an experienced investment professional that specializes in holistic financial planning including estate planning strategies and asset allocation. Jeremie has focused on helping his clients—individuals, families, and small businesses—address their specific financial goals and objectives.

Jeremie holds his Series 7 registration through LPL Financial and Series 66 through LPL and Householder Group Estate & Retirement Specialist. He is also licensed through the state of Texas for life insurance, health, and disability. With Jeremie’s considerable experience, education, and training, he is able to develop comprehensive financial strategies for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.

Jeremie has partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients with integrity and transparency – mainly, that the clients’ needs come first and foremost. Like Householder Group, Jeremie’s focus is on developing and implementing financial plans for his clients that suit their needs and also include tax strategies and estate-planning techniques that mitigate income and estate taxes for his clients. Jeremie offers a depth of knowledge in many of the critical areas of the financial landscape and he has the experience, education, and vital tools necessary to help his clients design and implement a strategic plan to pursue their individual financial goals.

Jeremie was born and raised in Texas where he was All American in track (hurdles) at Angelo State University. He is also very active in his community where he is a Board Member of Truly Fed Ministries (The Vine Uganda), Director of Member Care and Freedom at Hope City. Jeremie is married to his lovely wife, Julie, and has four daughters. He enjoys spending time with them at the lake or having a family game night. Jeremie also enjoys exercising and is active with his church.

We don’t represent a group of investment products, we represent you.

Office Location

23410 Grand Reserve Dr
Suite 805
Katy, TX 77494

 

Chartered Retirement Planning Counselor SM or CRPC®

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.