Jeremy David, CFP

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.

ADV — Part 2B

Jennifer Romig

Jennifer Romig, Relationship Manager

Jennifer Romig began her career in education, teaching middle school choir. She is a licensed life insurance agent, and joined the Complete Financial Group team in 2015. She enjoys helping clients achieve their financial goals. Jennifer and her husband, James, enjoy singing with the Dallas Symphony Chorus and spoiling their two grumpy cats. She spends free time cooking, reading, traveling, and camping.