Our Team
Founded in 2007, Ftacek Financial Services is an independent, fee-based advisory firm offering personalized financial planning, investment management, and estate strategy for families and business owners across Illinois and Tennessee.
Jeremy Ftacek
Founder & Partner, Ftacek Financial Services, LLC
Founder & Partner
Jeremy Ftacek founded Ftacek Financial Services in 2007 to build the kind of firm he wanted to work with himself: independent, fee-based on the advisory side, and built around the client rather than the sale. He began his career in 1997 at UnionBank/UnionTrust in central Illinois, and today brings more than 28 years in financial services to families, business owners, and executives across Illinois and Tennessee.
His work centers on the decisions that shape a family’s wealth over time: investment management, estate and legacy strategy, and business succession. As an Accredited Investment Fiduciary (AIF®), Jeremy is held to a fiduciary standard, and he built the firm around coordinated planning that works alongside a client’s estate attorney and CPA, not in isolation.
Jeremy holds a B.S. in Agricultural Economics from the University of Illinois at Urbana-Champaign. He grew up in central Illinois, and that upbringing still shapes how he works: direct, candid, and focused on turning complex financial strategy into plain language.
He and his wife, Julie, live in Arrington, Tennessee, just outside Franklin, with their two Aussiedoodles, Dixie and Millie. Their children are grown or nearly there: Blake graduated from Belmont University with a BBA in Music Business and a BA in Economics, Brandon is studying finance at the University of Tennessee, Knoxville, and Brooke is in the Williamson County schools. Outside the office, Jeremy spends his time at the beach, at live music around Nashville, on the golf course, and still watching his kids in their activities.
Our team
Jeremy Ftacek
Founder & Partner, Ftacek Financial Services, LLC
Jeremy Ftacek, AIF®, is the founder and partner of Ftacek Financial Services. Since 1997 he has advised families, business owners, and executives on investment management, estate strategy, and business succession. An Accredited Investment Fiduciary, he leads the firm’s coordinated, client-first approach across its Illinois and Tennessee offices. Jeremy holds a B.S. in Agricultural Economics from the University of Illinois at Urbana-Champaign.
Taylor Davidson
Client Associate
Taylor brings several years of financial services experience, providing comprehensive operational and client service support with meticulous attention to detail.
Raymond Gettins
Director — United Advisor Group
A Miami University graduate with 30+ years in financial services, Ray provides perspective across both the advisor and investor sides of complex planning.
Our principles
These are the commitments we make to every client before we start — and the standards we’re held to throughout the relationship.
01
We are legally and ethically obligated to act in your interest. Jeremy holds the AIF® designation because it demands we prove it, not just claim it. On the advisory side, we are compensated through advisory fees, not commissions on the investments we manage.
02
Every step of our process is tailored to the client's situation. We've built our firm around this belief since 2007. No templates, no one-size-fits-all portfolios.
03
Investment returns are one variable. Estate structure, tax exposure, business equity, and retirement strategy are the others. We plan across all of them simultaneously.
04
Our clients measure success in decades. We're patient, intentional, and unbothered by quarterly noise. The plan we build today is designed to hold, and evolve, for years to come.
Strategic Partners
A Nashville-based team focusing on employee benefits, group insurance, and life planning, serving Middle Tennessee for over three decades alongside Ftacek Financial Services.
Lou Bottiggi
Founder
Lou has served the Nashville community for 34 years, focusing on employee benefits and life insurance. He is a lifetime member of the Million Dollar Round Table.
Vic LeDoux
Investment Advisor Representative
Vic brings over 12 years of experience in the healthcare finance industry. Graduate of the University of New Hampshire and Louisiana State University.
Aaron Justice
Director of Operations
Aaron holds an MBA from the University of Tennessee at Martin and a Masters of Accountancy from Middle Tennessee University. He manages day-to-day operations and assists individual clients.
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.
Reach Ascension Financial Partners
(615) 377-6254