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Showing 1 - 2 of 2 results for "Jeremy Boller"

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... bring additional capability in holistic financial advice and wealth management. According to its chief executive Jeremy Boller, the transaction forms part of a growth strategy, which includes organic growth and mergers and acquisitions, supported by ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
... are passionate about being their clients' trusted adviser for all life insurance-related matters." Certe Wealth Jeremy Boller founded the firm in 1996. "We got to a size and stage where we needed the capital and support of a large, experienced partner ...
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