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Jeremy Gates

Jeremy Gates

Financial Advisor and Tax Accountant

Jeremy graduated from Indiana University (Bloomington/Columbus) with a Bachelor of Science in Business Finance in 2003. He worked in the financial services industry for Ameriprise and Charles Schwab before returning to school at IUPUI to obtain a Master of Science in Accounting in 2011. He obtained his CPA designation in 2013. Previously he worked at Ernst & Young and SEI Capital with a focus on tax compliance and accounting for hedge & private equity funds and family offices. He transitioned to Yount & Company to work in a smaller firm environment and help local individual and business clients with their taxes. He came to Petry Wealth Management to allow him to continue to help clients with their taxes, but also return to the financial services industry and help clients with financial planning and wealth management.

Jeremy is an Advisory Representative with Avantax and holds the Series 7, 66 and insurance licenses. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society (INCPAS). In his spare time, he enjoys spending time with his family (wife-Bena, son-Sylas) and 3 dogs (Sparky, Bolt, and Flash). He is a fan of IU basketball/football, the Colts and the Pacers.