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.
Because our independence is paramount, we have chosen to align with Cambridge Investment Research, Inc. as our broker/dealer. Cambridge gives us the freedom we need to structure our business in a way that best benefits our clients, while providing critical services such as compliance, due diligence, technology support, and one of the widest investment selections in the industry.
Jeremy Ftacek, Founder
Jeremy has served the needs of his clients for almost 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. When he is away from the office, Jeremy loves spending time with his family. He enjoys golfing, fishing, and is active in youth sports programs as both a sponsor and coach. Being family-oriented and active in the community, Jeremy values a work-life balance.
Deanna Russell, Admin
Deanna Russell joined Ftacek Financial Services in 2008 and is a valued asset to the company, overseeing all of the back office support for client accounts. She has been in the financial industry for over 10 years and her prior experience in the financial industry makes her a perfect fit for our organization. She has a passion for helping other financial service professionals leverage technology to meet and exceed their goals. Deanna holds FINRA Series 7 and 63 licenses.
Deanna was born and raised in Tampa, Florida. In her personal time, Deanna enjoys volunteering, the Florida sunshine, yoga, and family vacations. Above all, she cherishes spending time with her family and friends.