Jeremy Evens

Financial Advisor

716-856-3300

jevens@lumsdencpa.com

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Jeremy joined Lumsden & McCormick Financial Services in 2023 as a financial advisor. He has sixteen years of professional experience in the financial advising industry. Jeremy has his Series 7, Series 66, Life Insurance, Health Insurance, and Long-Term Care licenses. He specializes in financial planning, wealth management, tax planning, and insurance planning.

PROFESSIONAL

Passed Series 7, 66, and Life & Health securities exams - Financial Advisor*

EDUCATION

New England College of Business, Finance and Financial Management Services, currently enrolled

FUN FACTS

Jeremy and his wife enjoy going to concerts and music festivals. He is the father of a four year old son and a two year old daughter, and he lived in Las Vegas for twelve years before moving back to Buffalo in 2020. In his spare time, Jeremy enjoys playing golf and hockey, and has captained a team for the last two years participating in The 11 Day Power Play, a local organization that raises money to fight cancer.

 

*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.

Service Expertise

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