About Us
THE MAVERICK WAY
Your Financial Future, Our Focus
Whatever your financial goals are in life, whether it's a better lifestyle for you and your family, or building your business to create a legacy, we are here to help create a guide map toward your financial future.
You are the focus of our business
You, your life, your family, and your financial future. With years of financial education and experience on our side, we are strategically poised to help you work towards making your financial dreams a reality.
At Maverick, everything we do revolves around listening and knowing our clients' needs. You can expect honest advice delivered in a jargon-free, plain English environment.
What We Stand For
Our Values
The principles that guide how we serve our clients
Our Culture of Trust
A relationship without trust might as well be no relationship at all. We want to earn your trust and devote ourselves to keeping that trust for as long as you allow us to. At Maverick Wealth Advisors, we understand the value and importance of faith. We will never take your faith in us for granted.
A Philosophy of Independence
As the financial services industry has shrunk over the past decade, it is common for the majority of firms and financial advisors to be "owned" by a larger, multi-million (billion) dollar company. That is not the route Maverick has decided to go. We pride ourselves on being truly independent. Being independent allows us to do what is right for you. We first seek to understand your needs and we can search the financial universe for the proper strategy. In the end, being independent benefits you.
An Attitude of Teamwork
We believe that you are only as good as the people you surround yourself with. Creating a team of like-minded people with different strengths will make a stronger entity. That is what we have done here at Maverick Wealth Management. You will always find that our staff provides excellent and knowledgeable service in a comfortable environment because that is the atmosphere we have created.
A Position of Strength
In today's business world, one must always be open to learning. Times change, financial strategies, products and services come and go. Our Advisors are proactively tracking the financial industry to stay on top of the ever-changing market. We work hard to be an industry innovator, actively finding new and comprehensive approaches to both financial planning and investing. Our clients deserve a financial team that has its finger on the pulse of the industry.
Doing It Right
We believe that there is no more important mantra in this business than the simple concept of doing what is right. This means treating everyone with respect, courtesy, honesty, fidelity, and sincerity. At Maverick Wealth Management, we understand and hold ourselves accountable to our clients, our industry, our personal beliefs, and our families. We work ethically, not because we have to, but because it is the right thing to do.
Client-Driven Commitment
We do not judge success on the prosperity of Maverick Wealth Management. We measure success by the satisfaction of our clients. If our clients are not satisfied, then we have failed. We are committed to making sure our customers are the most satisfied in the industry. We look forward to showing you our level of commitment.
Get To Know Us
Meet Our Leadership
Dedicated professionals committed to your financial success
Jeremy J. Walker, CRPC®, AWMA®
President & Managing Partner
Jeremy has a deep joy for helping people and believes his calling is to help others to be good stewards of their wealth. He firmly believes everyone is different and there is not a cookie cutter approach that magically works for everyone—listening is the first role.
Jeremy specializes in wealth management, risk transfer and generational asset transfer strategies for both affluent individuals and agribusiness clientele.
100 Magazine's Top 100 in Finance Spring 2020 winners are determined using proprietary software or nomination and announced in March 2020. This award is not indicative of investment performance. For more information regarding the selection process, see https://www.thetop100magazine.com/faq.
CIO Views Magazine's Top 5 Most Influential Leaders in Wealth Management was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm. Award received September 2024. This award is not based on investment performance.
CRPC® Chartered Retirement Planning Counselor
AWMA® Accredited Wealth Management Advisor
Matt Hubbell, AIF®
Managing Partner
Matt is passionate about working with his clients and wants them to experience financial confidence now and into retirement. He strives to thoroughly and accurately understand, diagnose and implement financial solutions that strategically focus on each client's unique needs.
He looks at your entire financial picture and leaves no question unanswered—cash reserves, debt management, investments, protection and taxes are all his main focus. Matt desires that his clients be confident and rest assured that their financial needs are being pursued and managed with confidence.
Kelly Ireland
VP – Client Services
Kelly is the lead client service director at Maverick Wealth Management. She is deeply committed to ensuring a successful servicing outcome for every client she works with and every advisor she supports. Kelly is influential in directing the "behind the scenes" activities, providing extraordinary service to clients and enabling them to pursue their dreams and goals.
Kelly joined Maverick Wealth in 2015 as a client coordinator, bringing several years of key client service experience. Her attention to detail, excellent rapport-building skills, and energy result in great relationships with all clients. She serves as a key strategic liaison and project manager, partnering with clients and engagement leaders in all aspects of the day-to-day business.
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