Jeremy Thompson is the founder and CEO of Adaptive Financial Consulting, a registered investment advisor. Jeremy drives the firm’s overall vision and growth initiatives with a focus on the design, development, and implementation of the firm’s strategic goals and vision.
Jeremy's passion lies in building customized solutions for clients. He started his career at Lincoln Financial / Sagemark Consulting in 2001, where he began working with successful, high-net-worth entrepreneurs throughout the United States. In 2012 he joined Stratos Wealth Partners as an advisor, where he brought a unique focus on tax-mitigation planning for high-net-worth business owners. During his years of experience as an advisor, Jeremy realized there was a crucial lack of financial coordination that successful entrepreneurs and high-income earners were experiencing within their core group of advisors.
In founding Adaptive, Jeremy sought to build a firm that provides clients with a comprehensive advisory experience that seamlessly integrates individual and corporate tax mitigation planning, wealth and investment management, business continuity planning and risk management, estate and asset protection, and retirement plan design. Jeremy has built a talented and diversified staff with backgrounds in financial services, software engineering, operations, and project management. He has developed an invaluable network of strategic partnerships with some of the top financial, legal, and tax minds in the country to provide an extensive resource network for Adaptive’s clients.
Jeremy takes great pride in building strong, trusting relationships with clients and Adaptive’s strategic partners. He enjoys understanding the unique circumstances of every client and identifying creative solutions in order to maximize clients’ personal and professional wealth. Jeremy’s in-depth understanding and knowledge of comprehensive wealth planning allow him and his clients to implement strategic financial and tax saving solutions while complementing the clients’ growth and risk initiatives. Jeremy also enjoys regularly sharing his financial expertise through educational forums and keynote speaking engagements at various events and business conventions throughout the country.
Jeremy is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Ohio Northern University, where he earned his Bachelor of Science degree in Business Administration. He and his family currently split their time between Cleveland, Ohio, and San Diego, California, and enjoy fishing, golf, basketball, and international travel.
Jonathan Grundman, CFA®
Chief Investment Officer
Jonathan Grundman is the Chief Investment Officer at Adaptive Financial Consulting. He is responsible for the construction and maintenance of the firm’s investment architecture, including proprietary analytics tools, portfolio monitoring technology, and trading platform. He conducts extensive quantitative and fundamental investment research, and he is responsible for trading client accounts.
Prior to joining Adaptive, Jonathan was the lead portfolio manager at Ibis Capital, where he led an effort to redesign the firm’s investment process, and to construct a new suite of models to access public equity and fixed income markets, liquid alternative assets, structured notes, and alternative investments. He also developed a variety of tools to trade, monitor, and research the firm’s model portfolios. Before joining Ibis Capital full-time, Jonathan gained experience in financial engineering through the Gelber Group, where he worked alongside the software engineering team to build core applications used to trade and monitor derivatives positions.
Jonathan holds his Series 65 license through Adaptive Financial Consulting, LLC., and he is a Chartered Financial Analyst (CFA) Charterholder. He attended the University of California, Berkeley, and graduated with bachelor’s degrees in Computer Science and Statistics. Jonathan lives in San Diego, California, and enjoys biking and reading in his spare time.
Tobias Yearms, CRPS®
Director of Retirement Plan Services
Tobias Yearms is the Director of Retirement Plan Services at Adaptive Financial Consulting. He is heavily involved in developing and maintaining the firm’s retirement plan architecture. Tobias works closely with Adaptive’s clients to ensure that their retirement plans are highly transparent and very low cost, offer a high-quality fund selection to plan participants, and are optimized to be as tax-efficient as possible.
With over 16 years of experience in the financial industry, Tobias is passionate about his work and prides himself on delivering a comprehensive experience with a focus on retirement plan design and retirement planning, wealth preservation, business succession, and investment management. Tobias’s collaborative approach to planning allows him to work seamlessly with clients, third-party administrators, CPAs, attorneys, and tax professionals to assist clients in effectively managing and preserving their wealth. Tobias also works directly with professional associations, such as Cardinal Health, to deliver his unique services to their member bases and to present during their town hall meetings throughout the country.
Tobias holds the Chartered Retirement Plan Specialist™ designation, the Series 65 registration, and the Life and Health Insurance license through Adaptive Financial Consulting, LLC., and a Bachelor of Science degree from Kentucky Wesleyan College. Tobias resides in Cleveland, Ohio, with his family and enjoys golfing, living an active lifestyle, and experiencing the great outdoors.
Lauren Gonzalez is the Practice Manager with Adaptive Financial Consulting. She is responsible for managing the daily practice operations and helps keep the office organized and efficient. Lauren is passionate about creating strong and lasting relationships and oversees client operations by providing ongoing client service and administrative support.
Lauren plays a critical role in the operational functions of the firm and in ensuring outstanding client service. She works directly with clients, third parties, advisors, and staff members to help keep communication clear and processes running smoothly. She assesses and organizes the needs of Adaptive’s clients, providing consistent communication and alignment between the clients and the team. Lauren partners with advisors and clients to implement strategies that ensure visibility, productivity, and risk management. She began her career in the financial industry in 2010 at Sagemark Consulting, where Jeremy Thompson served as one of the key firm advisors. Lauren then transitioned to Adaptive Financial Consulting and Stratos Wealth Partners, where she served a multitude of roles spanning administrative, client services, and practice management positions.
Lauren lives in Twinsburg, Ohio, with her husband and son. She enjoys spending quality time with family and traveling.
Luke Parton, ChFC®, CLU®, CLTC®
Comprehensive Wealth Advisor
Luke Parton is a Comprehensive Wealth Advisor at Adaptive Financial Consulting. He works closely with clients, helping people build long-term plans to meet their financial goals. Luke works with clients to develop comprehensive financial plans that include tax mitigation planning, business and sale planning, investment planning, retirement planning, and estate planning.
Luke is an industry expert and has spent a significant amount of time working with business owners throughout the United States. In particular, he has a deep understanding of the challenges independent pharmacy owners face, including the financial nuances of running their businesses and evolving industry trends and dynamics. Additionally, Luke has a strong understanding of the tax, valuation, and financing complexities that confront business owners when deciding to acquire new businesses or to sell their existing businesses. Luke leverages Adaptive’s internal and external resources to develop strategic and comprehensive financial plans, and then works tirelessly with clients through the necessary implementation steps for clients to reach their financial goals.
Luke holds the Chartered Financial Consultant™ designation through Adaptive Financial Consulting, LLC. He attended the University of North Carolina at Charlotte and spent most of his life in North Carolina before moving to Austin, Texas, in 2014. When Luke’s not working with clients, he enjoys relaxing with his wife and daughter, volunteering and spending time at his church, hunting, fishing, playing music, gardening, basketball, football, and playing with his two Siberian Huskies.
Rachelle Kovacs, CFP®
Director of Financial Planning
Rachelle Kovacs is the Director of Financial Planning at Adaptive Financial Consulting. She is responsible for the development of customized financial plans offered through Adaptive and the ongoing maintenance of these plans.
Rachelle brings over 17 years of industry experience to her role, having previously held a multitude of roles with reputable financial services institutions throughout the Cleveland area. Prior to joining Adaptive, Rachelle was the Director of Financial Planning at Stratos Wealth Partners, where she worked with the firm’s advisors to build comprehensive financial plans for their clients. Before that, Rachelle held positions with UBS Financial Services and Sagemark Consulting, a division of Lincoln Financial Network. During her tenures, she held roles directly related to the analysis, review, and compilation of financial plans for a wide spectrum of clientele including business owners, professionals, and multi-generational families.
Rachelle holds the CERTIFIED FINANCIAL PLANNER™ designation, the Series 66 registration, and life and health registrations through Adaptive Financial Consulting, LLC. She lives in Cleveland, Ohio, and enjoys spending time her family, children and dog, sporting activities, boating, and photography.