Who We Are
At Ftacek Financial Services, we provide customized solutions that allow our corporate and individual clients to achieve their financial goals. We help our clients outline their goals, develop a plan to achieve them, and provide ongoing support every step of the way.
We are an independent firm, which means we are not subject to corporate interests or limited to a selection of proprietary products. We are objective in the advice we give and hold ourselves to a fiduciary standard – always working in the client’s best interest.
Jeremy Ftacek, Founder
Jeremy has served the needs of his clients for over two decades. He started his financial services career in 1997 at a bank and trust company prior to founding Ftacek Financial Services. 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. 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. “If you want a boutique financial fit, come see us, others tend to deliver plain vanilla style solutions.” 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.
Rachael Weide, Client Associate
As a Client Service Associate, Rachael’s work is centered around creating and maintaining the flow of communication between our clients and the service team. She ensures that your service requests are handled efficiently and expertly. “Whether I am facilitating a transfer, assisting with documents, or helping to maintain the security of your personal and account information, I am here to help you.” Her goal is to offer excellence in every encounter, and to build trust with every client relationship.
Rachael was born, raised, and currently resides in Tampa, Florida with her husband and two sons. In her free time, she enjoys spending time with her family, visiting the beach, and being outdoors.
Raymond Gettins, Director for United Advisor Group
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 Loveless, MBA, CPA®, Portfolio Manager
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.
Ascension Financial Partners Team
Lou Bottiggi has served the Nashville community for 34 years specializing in the area of Employee Benefits and Life Insurance. He is a lifetime member of the Million Dollar Round Table and a registered representative.
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.
firstname.lastname@example.org, (615) 377-6254
Vic LeDoux comes to Ascension with over 12 years of experience in the healthcare finance industry. He is a graduate of the University of New Hampshire with a Bachelor degree in Sports Medicine as well as a graduate of Louisiana State University with a Masters degree in Administration.
email@example.com, (615) 377-6254
Aaron Justice, Director of Operations
Aaron earned his Bachelor of Science in Education and a Masters of Business Administration from the University of Tennessee at Martin as well as a Masters of Accountancy from Middle Tennessee University. Aaron manages the day to day operations of the group benefit plans for Ascension Financial Partners, in addition to assisting individual clients.
*Aaron is not a registered representative of Cambridge Investment Research or an Investment Adviser Representative of Cambridge Investment Research.
firstname.lastname@example.org, (615) 377-6254
Drew Frevert, Investment Adviser Representative
Drew started in the financial business in 2001 with Morgan Stanley after a degree in Finance from Virginia Tech. After two years, he transitioned to the wholesaling community where for the past 10 years he has been a field representative in the institutional credit world. Drew lives in Franklin with his wife, Kristen, and two daughters, Emily & Abigail. His hobbies include golf, reading history and watching his beloved Hokies.
email@example.com, (615) 377-6254