About us

Jeremy has served the needs of his clients for over two decades. He started his financial services career in 1997 ata bank and trust company prior to founding Ftacek Financial Services.

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His roots are in investment advisory services, delivering customized solutions in all aspects of his clients’ lives, including saving for retirement, estate planning, and wealth accumulation.

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Jeremy’s hard-working nature and candid attitude about investing stems from his upbringing in central Illinois. He treats his clients’ financial concerns as if they were his own and simplifies complex financial strategies with easy to understand terminology.

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“If you want a boutique financial fit, come see us, others tend to deliver plain vanilla style solutions.”

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When he is away from the office, Jeremy loves spending time with his family. His family of five; wife Julie, sons Blake and Brandon, and Daughter Brooke, enjoy being active. Jeremy enjoys live music events, golfing, fishing, and is active in his children’s youth sports programs as both a sponsor and coach.

Taylor serves as a Client Service Associate, bringing several years of experience in the financial services industry to her role. She provides comprehensive operational and administrative support to the financial advisor and clients, ensuring that all aspects of the planning and service process are executed with precision and professionalism.

Her responsibilities include the preparation and management of client documentation, coordination of account-related activities, and oversight of ongoing client communications. Taylor is recognized for her meticulous attention to detail, consistent follow-through, and commitment to delivering a seamless client experience.

In every client interaction, Taylor upholds the highest standards of service and integrity. She strives to build meaningful relationships and foster trust through responsive communication and dependable support.

Taylor was born in Bethesda, Maryland, and raised in Tampa, Florida. Outside of the office, she enjoys spending quality time with her two daughters, relaxing by the beach, and exploring the outdoors.

Ray is a graduate of Miami University with 30 plus years of experience in the Financial Services field. Beginning his career working with individuals and small businesses, he migrated to the investment firm side of Financial Services working as a wholesaler for over 20 years. With an understanding of the importance of a financial plan for the investor as well as the advisor, Ray has the perspective and understanding of the complexities facing both and a drive to implement practical solutions.

He was a founding member of US Veteran Resources assisting veterans and their families for over a decade. In his spare time, Ray enjoys spending time with his wife and daughters, working out, growing peppers, sailing, hiking and just about anything that gets him outside.

Steven grew up in northern Indiana, the heart of the rustbelt in a small, factory town. He credits his work ethic to watching his parents work overtime or multiple jobs for most of his life. Focused on athletics, he received a full-ride basketball scholarship until he had a knee injury that forced him to shift his efforts towards academics.

Outside of work, he admittedly still thinks about his work. He enjoys reading about investing as much as possible and loves pouring through economic data. He still retains his athletic side, though – in his free time, he enjoys exercising and following professional football.

His desire is to support and leave an impact in supporting the STEM discipline. His grandfather was an engineer for GM, his mother is a math teacher, and his sister working on obtaining her PHd in Nuclear Physics – it runs in his family and he sees the tremendous value in supporting STEM in public education.