Jeremiah Hooker, CFP®
| We help individuals and families find clarity and confidence around their finances by blending technical expertise with a deeply human approach. As a CERTIFIED FINANCIAL PLANNER® professional with a background in psychology, we understand that money isn’t just logical. It’s emotional. Our beliefs, our fears, and our life experiences all shape the decisions we make. At the Keller/Minter Group, we take time to understand your story and design strategies that support what truly matters to you. Our goal isn’t just to manage wealth. It's to provide great clarity direction, and a sense of meaning to the financial side of life. I studied psychology and economics at Northwestern University, which fostered my interest in how and why people make decisions. I later studied mental health counseling and received a Masters in Theological Studies from Gordon-Conwell Theological Seminary. This strengthened my understanding of the importance of emotions in helping us to make the right decisions in life, especially financially. That combination shapes our practice each and every day. Understanding human behavior and the technical side of financial planning helps us to guide our people to make better decisions, construct personalized portfolios, and serve others. | ||
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Financial planning is about more than just numbers—it's about people, relationships, and meaningful conversations. Our approach is rooted in building trust through clear communication, active listening, and a deep understanding of each client's unique goals and values. By making complex financial concepts accessible and providing thoughtful, personalized guidance, we empower clients to make informed decisions with confidence. My role is not just to offer knowledge but to serve as a trusted resource, helping clients navigate life's financial complexities with clarity and purpose. Through a relationship-centered approach, we strive to create lasting financial strategies that align with what truly matters to my clients, ensuring they achieve both financial security and a legacy that reflects their values.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
