Jeremy Greene, CLTC®

Advisor

Jeremy Greene has a mission to help pre and post-retirees make confident, informed decisions about their financial future, including the often-overlooked area of long-term care.

For Jeremy, this work is deeply personal. His journey was shaped early on when his Nana was diagnosed with Alzheimer’s at just 56, sparking a lifelong passion for helping individuals and families prepare for the road ahead.

Before founding Greene Financial Planning, Jeremy served in the long-term care industry for nearly 15 years, from a licensed Nursing Home Administrator to a DHS-appointed Preceptor for Arkansas’ Administrator in Training Program. He also served as a member of the Government Relations Committee for the Arkansas Healthcare Association. Today, he blends that real-world experience with financial expertise to guide clients through some of life’s most important decisions.

In 2024, Jeremy was honored as Best Financial Planner of Northwest Arkansas by the Northwest Arkansas Democrat Gazette. Today, he leads Greene Financial Planning focusing on holistic planning, offering guidance in retirement strategies and long-term care solutions.

Outside of work, Jeremy enjoys spending time with his family, the occasional golf tournament, and fishing trips. He’s also active in the community, volunteering with organizations like Open Avenues and the Alzheimer’s Association and regularly speaking on the importance of retirement and long-term care planning. Jeremy currently lives in Fayetteville, Arkansas, with his wife and daughter.

Jeremy’s work—and life—is grounded in the values that matter most to him: faith, family, community, and country.

Docere Advisors, LLC
St. George, UT 84770
(435) 500-5370
team@docereadvisors.com

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