Jeremiah Mackey, CFP®, CLU®, ChFC®, AEP®, CASL®
Login to view DISC.Jeremiah Mackey is a Partner and Private Wealth Advisor at The Atrium Financial Group, holding multiple advanced designations including CFP®, CLU®, and AEP®. He leverages his expertise in comprehensive financial planning, drawing on his B. S. from the State University of New York at Plattsburgh.
Outside of work, Jeremiah lives in Wilton, NY with his wife, Lauren, and their three sons. He is described as an avid golfer and skier, taking advantage of the recreational opportunities in upstate New York and balancing his professional life with family and outdoor activities.
He holds an extensive and specialized set of five professional financial designations: CFP®, CLU®, ChFC®, AEP®, and CASL®.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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