Jeremiah Mackey, CFP®, CLU®, ChFC®, AEP®, CASL®
Evaluator · DISC type SCDJeremiah 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®.
Read the full overview →How Jeremiah shows up
They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there
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DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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