Investment Team
Our investment team brings deep experience in equity analysis, fixed income, tax-efficient portfolio construction, and economic research, working together to deliver a disciplined, research-driven investment process for every client.
Portfolio Management
Jeremy Ftacek
AIF® — Founder & Principal Advisor
Jeremy founded Ftacek Financial Services in 2007 after beginning his career in 1997. With 28+ years of fiduciary experience, he leads the firm's investment philosophy and delivers customized investment and planning solutions for families and business owners across Illinois and Tennessee. As an Accredited Investment Fiduciary, he holds every recommendation to a documented standard of care, working closely with each client to align their portfolio with the life they're building.
Dave Wagner
CFA® — Equity Analyst & Portfolio Manager
Dave applies rigorous fundamental analysis to equity selection. His CFA® designation reflects a disciplined, research-driven approach to identifying long-term value.
Brett Bennett
CFA® — Investment Analyst
Brett focuses on fixed income and alternative investment analysis, helping ensure client portfolios are appropriately diversified and positioned for changing market conditions.
Brian Yeakley
Investment Advisor
Brian focuses on client portfolio oversight and ongoing investment monitoring, ensuring each portfolio remains aligned with the client’s evolving goals and risk tolerance.
Kevin Komar
CFP® — Financial Planner
A CFP® professional and Co-Owner of Ko-Advisors, Kevin pairs comprehensive financial planning with hands-on tax preparation — a rare combination that helps him uncover tax-efficient opportunities others overlook. He guides clients to build, preserve, and transfer wealth with the full picture in view.
Vic LeDoux
Investment Advisor Representative
Vic brings over 12 years of experience in the healthcare finance industry and is a graduate of the University of New Hampshire and Louisiana State University. He partners closely with clients to align their portfolios with long-term goals and life's changing needs.
Drew Frevert
AIF® — Investment Advisor Representative
Drew began his career at Morgan Stanley and holds a Finance degree from Virginia Tech. Based in Franklin with his family, he focuses on institutional credit and brings disciplined, research-driven analysis to every portfolio he helps manage.