GERMANTOWN, Tenn.--(BUSINESS WIRE)--Shoemaker Financial, a comprehensive financial planning and investment firm in Germantown, Tennessee, announced that Jim Shoemaker will transition his presidency to his partners, Mac Jenkins and Jeremy Jones, effective January 2019.
“We have been working on a transition plan for the last 10 years,” says Shoemaker. “I am confident my partners Mac Jenkins and Jeremy Jones are prepared to move the company forward and serve our clients as we have in the past.”
Mr. Shoemaker will still be an integral part of the firm by continuing to work with clients and serving on its board of directors. “The firm will continue to be a part of Securian Financial Services, our broker-dealer, to maintain the continuity and service that our clients expect,” says Shoemaker.
“This is the right time to execute our succession plan and transition the firm to the next generation of leadership,” says Shoemaker. “Mac, Jeremy and the entire firm are well positioned for a great future, and we look forward to a seamless transition. I am so proud of our dedicated financial advisors and employees who are committed to serving our clients every day.”
Jenkins joined Shoemaker Financial in 1992, and Jones joined the firm in 2005. Both previously served the firm in executive leadership roles.
“We congratulate Jim on his well-deserved transition and look forward to his continued counsel and his work with clients,” says Jenkins and Jones. “It is a great honor and privilege to take over the leadership reigns of such a strong firm filled with outstanding professionals serving wonderful clients.”
“Jim’s foresight in making his succession a thoughtful journey rather than a single event is a true act of selfless leadership,” says George Connolly, president and CEO, Securian Financial Services. “In Mac Jenkins and Jeremy Jones, Shoemaker Financial is well positioned to continue its tradition of excellence.”
Under Shoemaker’s leadership, the firm transformed from a five-man operation in 1978 to a firm now with 10 locations across the country and 130 advisors and staff. Shoemaker Financial recently celebrated its 40th anniversary.
“For me personally, this is the right time to transition to the next generation of leadership. It has certainly been the focus of our long-term journey,” says Shoemaker.
About Shoemaker Financial
Shoemaker Financial, based in Germantown, Tennessee, is a comprehensive financial services firm committed to helping its clients improve their long-term financial success. The firm offers a wide range of quality financial products and the professional advice of qualified and experienced financial professionals.
Securities and Investment Advisory services offered through Securian Financial Services Inc., member FINRA/SIPC. Shoemaker Financial is independently owned and operated. 2176 West Street Germantown, Tennessee 38138, United States.