Jeremy David, Certified Business Advisor

Jeremy joined the SBDC in 2021.   He has been an entrepreneur and advisor for 15 years with experience in financial planning, tax planning, exit planning for business owners, owner and executive compensation planning and business sponsored retirement plans.  He also has extensive experience in insurance planning and risk management.  Jeremy views planning as a process and coaches clients through an iterative process to ensure that goals are relevant, attainable and implementable.  He has experience managing and educating in a variety of settings.  He is familiar with sales processes and training and participated in Sandler Sales Training for 3 years. 

Jeremy earned his Bachelor’s degree in Sociology from Texas State and is currently pursuing an MBA at Texas State.   He is also currently earned a Certified Financial Planner designation.  He worked in his family’s business growing up and lives in Austin with his two sons and their dog.