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Jeremy Atkinson

Jeremy Atkinson, CFP®, CKA®

Sr. Financial Planner
Louisville, KY

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Business Consulting
  • Ministry Services

Jeremy Atkinson is a senior financial planner in the Private Wealth division of Ronald Blue Trust and serves clients out of the Louisville, Kentucky office.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Jeremy serves clients by helping them analyze their overall financial condition and developing customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, trust, insurance, tax, investment, giving, retirement, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining Ronald Blue Trust, Jeremy was a financial advisor at an independent wealth management firm in the Chicago area, where he served clients with an objective perspective to help them make wise financial decisions.

Jeremy earned his BS in business administration, majoring in finance, with an emphasis in investments from Drake University. He is also a Certified Kingdom Advisor® and a member of Kingdom Advisors.

Jeremy is active in his local church where he is involved in a small group and men’s Bible study. He is also part of the local CBMC discipleship ministry.

Jeremy and his wife, Jennifer reside in Louisville with their four boys. In his spare time, he enjoys spending time and traveling with his family, watching his boys play sports, along with working out and fellowshipping with his men’s fitness community.

 

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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