Today we’d like to introduce you to Jeremy David.
Thanks for sharing your story with us Jeremy. So, let’s start at the beginning and we can move on from there.
When I was studying at the University of North Texas, my Dad, a local community banker, asked me “what are you going to do when you grow up?” I had no idea, but dad casually mentioned he had some friends that were long time successful insurance agents. He put me in contact with one of them, a local Allstate agent in Denton. Shortly after, I began working in the field. Little did I know just how much I was going to enjoy helping others meet their insurance and financial planning needs.
After four years’ training with American National Insurance, I decided to open an independent agency in 2005. This allowed me to offer products and services to most consumers. In 2005, I also obtained my Certified Financial Planner™ designation. I knew it would be challenging to operate a financial planning practice and an independent insurance agency, but with the right staff, along with support from my wife, Stacie, we have been successful. We’re going on 12 years, growing both sides of the business ever since.
We now have three full time employees and have recently just opened Complete Wealth Management, LLC, a Registered Investment Advisory firm.
Has it been a smooth road?
Both the insurance and financial services industries are evolving continuously. The biggest challenge at times seems to be leveraging technology without losing touch with our customers. They come first. We make every effort to treat them like we would want to be treated. We’ve had new customers who came to us because they never saw or heard from their former provider. That just won’t happen here.
We’d love to hear more about your business.
We have the advantage of being independent insurance brokers, finding customers the best value from a wide array of insurance carriers. That’s not always the cheapest option, but there are headaches that come with certain lower-cost plans. All of our carriers have an A-rating, but there are things we have come across that we can pass along to our clients. We have the benefit of being able to tell a customer, “Yes, this policy may save you $100, but in the end, you’ll wish you’d gone a different route.” Customers appreciate that we’re looking out for them. My agency staff and I are passionate about what we do. I tell people I have two families. . .my wife and three kids, and my Complete Financial Group family. That same family feel is extended to our customers. We look out for their best interests, and they let us know how much they appreciate that personalized service.
Is our city a good place to do what you do?
I can’t think of a better place to own a business than Denton. I would confidently recommend it to someone starting out because it’s a thriving business community that continues to develop and grow. Because we offer a wide variety of insurance policy types, including business insurance, I’ve had the pleasure of working with some great small business owners in the area. We are a community of professionals who understand that rising tides lift all boats.
Contact Info:
- Address: Complete Financial Group
1808 Cornell Lane, Ste. 140
Denton, TX 76201 - Website: www.completefg.com
- Phone: 940-382-9300
- Email: jeremy@completefg.com
- Facebook: https://www.facebook.com/CompleteFinancialGroup
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