Jeremy Whiddon, Cfp®, Mspfp, Ma

Jeremy Whiddon, Cfp®, Mspfp, Ma Email and Phone Number

Financial Planner I Fiduciary I Fee-Only I Partner & Owner @ OnTrack Wealth Management
Jeremy Whiddon, Cfp®, Mspfp, Ma's Location
Canton, Michigan, United States, United States
Jeremy Whiddon, Cfp®, Mspfp, Ma's Contact Details

Jeremy Whiddon, Cfp®, Mspfp, Ma work email

Jeremy Whiddon, Cfp®, Mspfp, Ma personal email

Jeremy Whiddon, Cfp®, Mspfp, Ma phone numbers

About Jeremy Whiddon, Cfp®, Mspfp, Ma

As a Certified Financial Planner®, I help people with money, taxes, and investments.My partner and I started OnTrack Wealth Management to help families, professionals, and small business realize their financial goals. We talk about WHAT people want to do with their money before retirement, in retirement, and beyond their lives. We show them HOW they can reach their goals with financial planning, investment management, and proactive tax planning.

Jeremy Whiddon, Cfp®, Mspfp, Ma's Current Company Details
OnTrack Wealth Management

Ontrack Wealth Management

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Financial Planner I Fiduciary I Fee-Only I Partner & Owner
Jeremy Whiddon, Cfp®, Mspfp, Ma Work Experience Details
  • Ontrack Wealth Management
    Partner, Cmo, Financial Planner
    Ontrack Wealth Management Nov 2020 - Present
    Canton, Michigan, Us
    Part of an ensemble team that plans and helps achieve client's financial goals and dreams. We focus on retirement planning, tax planning, estate planning, and investments. Clients are often families, professionals, and small businesses.
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  • Atlas Oil Company
    Vice President Of Business Development
    Atlas Oil Company Jan 2017 - Nov 2020
    Taylor, Mi, Us
    Led a team that solved massive problems for the biggest tech, finance and healthcare businesses in the US. Mission critical service was the requirement. My team helped maintain power and uptime during disasters and emergencies so datacenters, banks and hospitals remained operational.
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  • Atlas Oil Company
    National Director Of Marketing, Specialty Products & Services
    Atlas Oil Company Sep 2014 - Dec 2016
    Taylor, Mi, Us
    Developed strategic national and regional partnerships extending the market influence and value of product and services offered to our customers.
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  • Arden Companies
    Senior Director Of Business Development
    Arden Companies Jul 2013 - 2014
    Bingham Farms, Mi, Us
    Worked with Home Depot and Lowe's to innovate and place outdoor furniture products in thousands of retail stores across North America.
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  • Atlas Oil Company
    Director Of Emergency Fuel Solutions
    Atlas Oil Company Jan 2011 - Jul 2013
    Taylor, Mi, Us
    Acted as chief risk manager for our mission critical customers who cannot afford to be without fuel for backup power and fleets. I led a team of emergency fueling specialists who provide supply and logistics to our customers before, during and after storms, disasters, and blackouts.
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  • Atlas Oil Company
    Marketing Manager
    Atlas Oil Company Sep 2009 - Jan 2011
    Taylor, Mi, Us
    Researched, developed and executed marketing plans for commercial and retail sectors of the oil and gas industry.
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  • Crystal Flash
    Marketing Professional
    Crystal Flash Jan 2005 - Sep 2009
    Grand Rapids, Mi, Us
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  • Crystal Flash
    New Product Developer
    Crystal Flash Nov 2003 - Jan 2005
    Grand Rapids, Mi, Us
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Jeremy Whiddon, Cfp®, Mspfp, Ma Skills

Sales Management Strategic Planning New Business Development Webinar Development Marketing Strategy Marketing Communications Marketing Research Relationship Marketing Public Speaking Sales Oracle Crm Microsoft Office Target Marketing Google Adwords Writing Account Management Sales Operations Direct Sales Product Development Marketing Management Team Building

Jeremy Whiddon, Cfp®, Mspfp, Ma Education Details

  • Kansas State University
    Kansas State University
    Personal Financial Planning
  • Oregon State University
    Oregon State University
    Business Anthropology (Consumer Behavior)
  • Grand Valley State University
    Grand Valley State University
    Advertising & Public Relations

Frequently Asked Questions about Jeremy Whiddon, Cfp®, Mspfp, Ma

What company does Jeremy Whiddon, Cfp®, Mspfp, Ma work for?

Jeremy Whiddon, Cfp®, Mspfp, Ma works for Ontrack Wealth Management

What is Jeremy Whiddon, Cfp®, Mspfp, Ma's role at the current company?

Jeremy Whiddon, Cfp®, Mspfp, Ma's current role is Financial Planner I Fiduciary I Fee-Only I Partner & Owner.

What is Jeremy Whiddon, Cfp®, Mspfp, Ma's email address?

Jeremy Whiddon, Cfp®, Mspfp, Ma's email address is jw****@****oil.com

What is Jeremy Whiddon, Cfp®, Mspfp, Ma's direct phone number?

Jeremy Whiddon, Cfp®, Mspfp, Ma's direct phone number is +131366*****

What schools did Jeremy Whiddon, Cfp®, Mspfp, Ma attend?

Jeremy Whiddon, Cfp®, Mspfp, Ma attended Kansas State University, Oregon State University, Grand Valley State University.

What skills is Jeremy Whiddon, Cfp®, Mspfp, Ma known for?

Jeremy Whiddon, Cfp®, Mspfp, Ma has skills like Sales Management, Strategic Planning, New Business Development, Webinar Development, Marketing Strategy, Marketing Communications, Marketing Research, Relationship Marketing, Public Speaking, Sales, Oracle Crm, Microsoft Office.

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