Practical Advice
No confusing financial jargon. Just straightforward guidance you can actually use.
ABOUT JEREMIAH
From Math Teacher to Financial Advisor
My mission is simple: help educators build financial confidence through practical guidance, not sales pitches.
WORKING TOGETHER
What You Can Expect When We Work Together
Clear principles built around education, transparency, and practical support.
Education First
Whether you become a client or not, my goal is for you to leave knowing more than when we started.
Long-Term Relationships
Financial planning isn't a one-time meeting. It's about helping you make confident decisions throughout your career.
MY JOURNEY
My Journey
From the middle school classroom to founding Your Educator Journey.
Began teaching middle school math.
Discovered my passion for helping students build confidence and reach their potential.
Started selling life insurance part-time.
Began learning about financial planning and how it can transform lives.
Received my securities license and started offering investment advice.
Took the next step to help clients build and protect their financial future.
Co-founded KWS Financial Group.
Built a firm rooted in trust, education, and putting clients first.
Resigned from education to focus on helping educators get the support they need.
Combined my classroom experience with financial expertise to make a bigger impact.
I WORK WITH
I Work With
Specialized financial planning for educators across all career stages.
New Teachers
Build strong financial habits from the beginning of your career.
Experienced Educators
Bring your savings, benefits, and long-term goals together.
Principals & Administrators
Navigate higher income, benefits, and more complex planning decisions.
School Counselors
Build a financial strategy around your career and future goals.
Professors & ORP Participants
Understand your retirement options and make informed decisions about ORP.
Educators Preparing for Retirement
Turn years of saving and service into a clear retirement strategy.
MISSION
Why I Created Your Educator Journey
After years of meeting with educators, I realized most people didn't need more financial jargon—they needed a trusted place to learn at their own pace.
That's why I created Your Educator Journey: a growing library of free resources, educational events, and the Financial Foundation for Educators membership. This site is designed to help educators build confidence one step at a time.
BEYOND THE OFFICE
Beyond the Office
Financial planning is important, but it's not the most important thing in life.
When I'm not meeting with clients or creating resources for educators, my favorite place to be is with my wife and our two kids. Whether we're at a baseball field, exploring somewhere new, or simply enjoying time together, those moments remind me why financial planning matters in the first place.
As a former educator, I understand how quickly work, family, and everyday responsibilities can compete for your attention. I believe financial planning should simplify life—not add another layer of complexity.
Because ultimately, the goal isn't just to build wealth. It's to create more freedom to enjoy the people and moments that matter most.