Our Associates

Jeremy S. Fagan

ChFC®
8888 Keystone Crossing, Suite 1600
Indianapolis, IN 46240

Jeremy Fagan has been serving clients in the financial services industry since 1999, offering comprehensive strategies in retirement income, investments, business planning, and protection planning. He works with individuals and families across all stages of life, helping them align their financial resources with their personal and professional goals. 

A graduate of Butler University with a Bachelor of Science in Finance, Jeremy went on to earn the Chartered Financial Consultant (ChFC®) designation in 2011, reflecting his commitment to continued growth and professional excellence. 

Jeremy is also active outside of his practice. He is a member of the Indianapolis Hurling Club and enjoys the camaraderie and community the sport brings. Originally from St. Louis, Missouri, Jeremy now resides in Zionsville, Indiana with his wife, Mandi, and their two children, Patrick and Abigael. 

Main areas of Focus
  • Retirement Income Planning
  • Investment Strategies 
  • Wealth Management
  • Financial Planning
  • Protection Planning
26+Years Experience
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Education

Butler University

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