Jeremy Saham is the founder and president of JMS Financial Solutions, LLC.

With over a decade of experience in the wealth management & financial planning industry, Jeremy believes that the client must always stay at the forefront of the relationship. This belief is what drives his vision for how financial planners should be working with their clients, and that is why Jeremy decided to launch JMS Financial Solutions in 2022. 

Jeremy’s objective is to empower his clients to overcome their challenges with money by helping them make thoughtful, intentional, and confident financial decisions. He believes that money can be used as a tool to live life more comfortably but does not determine our happiness. He strives to help each client clarify their own vision of success, then collaborates with them to develop concise action steps they can follow to achieve it. He believes financial planning is a unique ongoing journey for each client, and that milestones along the way serve as inspiration to meet the next destination.

Jeremy has never been one for the spotlight. He takes pride in being part of a team, contributing to his client's personal and professional success by eliminating the stress and worry that come from managing their personal financial life. He feels most fulfilled when his clients can focus on what really matters in life - friends, family, and community.

Before starting JMS Financial Solutions, Jeremy partnered with other advisors at Cedar Brook Group, where he began building his practice. Prior to that, he served clients at Fifth Third Private Bank, where he was responsible for designing comprehensive wealth management strategies for corporate executives and business owners. 

He has always been an entrepreneur at heart, from the first time he sold ants to his neighbors at the age of 3 to the successful sale of his landscaping company upon graduating high school. He experienced what it was like to run a franchise as a College Pro Painting Franchisee during college and what it meant to work on the business instead of in the business. These experiences have proven to be valuable to his clients who run businesses as he is now again a business owner and incorporates this perspective into everything he does.

Jeremy holds the professional certification of CERTIFIED FINANCIAL PLANNER™ practitioner, one of the most respected credentials and recognized standards of excellence in personal financial planning. In addition, he adheres to the CFP Board's Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Jeremy is a recipient of the prestigious Chick Evans Caddie Scholarship and earned a Bachelor's Degree in Business Administration, specializing in finance, from The Ohio State University.

Jeremy grew up in Solon, Ohio, and now lives in University Heights with his wife Lindsey, their children Hailey & Charlie, and their Jack Russell Terrier Chester. 

In his free time, Jeremy is an avid golfer and amateur chef. His favorite thing to cook? Anything breakfast related. Jeremy is a cycling instructor and enjoys having an active lifestyle while also motivating others.

Additionally, he is leading the Northeast Ohio Evans Scholar Alumni Chapter and is eager to connect alumni with each other and existing scholars to create a stronger community and send more caddies to college.

Gina Hathaway, is the Administrative and Planning Assistant at JMS Financial Solutions. Her main objective is to enhance the client experience. Her past role managing people and processes makes her a wonderful asset to clients as they navigate organizing and optimizing their financial lives. She is responsible for coordinating the client onboarding process as well as the day-to-day touch points and meeting scheduling to keep clients making progress.  

Gina was born in Chicago and moved to Ohio when she was very young. She grew up in Solon, Ohio graduating from Solon High School and is currently enrolled part-time in college. She is pursuing an Associate of Applied Science degree in Early Childhood Education. For the last seven years, Gina was the assistant director at a childcare center where she was responsible for everything from communicating curriculum to parents, managing state compliance filings, to caring for children and managing the staff.   

Money is a sensitive topic amongst families; caring for their children is as well. This required Gina to be empathetic, patient, trustworthy and loyal, so parents would be comfortable leaving their children with her team every day. This skill set along with her ability to organize and manage processes for the center make her the ideal fit to help clients handle the sensitive topic around managing their financial lives.

Beginning her journey at JMS Financial Solutions, has opened up a new career path for Gina to develop knowledge and experience in wealth management. When she is not studying for school or working at JMS Financial Solutions, she is spending time with her Fiancé Rich and taking her fun-loving toddler Chandler on memorable adventures. She understands that financial planning can seem overwhelming and stressful. That is why Gina uses her humor and positivity to comfort clients as they embark on the journey with JMS Financial Solutions to enhance their lives.