OUR TEAM
Jeremy David, Certified Financial Planner®
Jeremy David began his career in the insurance business, where he quickly excelled and developed a love for helping clients achieve their personal financial goals. In 2005, he began offering financial services and started Jeremy David Financial and Insurance Services. Since then, Jeremy has expanded his business and developed many lasting relationships. However, the business accomplishment for which he is most proud is to have helped create and achieve the financial dreams of so many families.
Quick Facts About Jeremy David:
- Bachelor of Business in Insurance from The University of North Texas and is a CERTIFIED FINANCIAL PLANNER®
- Licensed in Property and Casualty, Life and Health
Securities License 6, 7, 63, and 66 - Qualified for Million Dollar Round Table in 2002
- Qualified for Court of the Table in 2003
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients.
Jennifer Romig, Relationship Manager
Jennifer Romig began her professional journey in music education, teaching elementary and middle school students and developing a strong foundation in communication, patience, and creativity. Today, she brings that same passion for guiding and supporting others into her work, where she takes pride in developing long-lasting relationships with our clients.
Outside of her professional life, she is happily married and shares a love for music with her husband. As musicians, they continue to perform together in the Houston area, staying connected to the art that first inspired her career.
Jacob Gates, Junior Advisor
Jacob Gates began his career in the banking industry, where he served as a Branch Manager. He attended the University of North Texas, earning a Bachelor of Business Administration in Finance. Jacob is passionate about helping others, particularly when it comes to achieving their financial goals. In 2026, he joined the Complete Wealth Management team.
Outside of his professional life, Jacob enjoys traveling, hiking, and exploring new cuisines with his wife, Sierra. They share their home with their dog, Frankie, whom they spoil endlessly.
