Jeremy Williamson, CFP^®

Every journey begins somewhere. Jeremy was born and raised in Birmingham, Alabama before finding his way to the Pacific Northwest during his high school years. This region captured his heart, leading him through Bend, Portland, Spokane, Seattle, and finally back to Olympia.

For 12 years, he poured his passion into the world of specialty coffee, building roasting and retail businesses committed to exceptional quality and direct relationships with small farms. This wasn't just about coffee—it was about understanding what drives small business success and the human connections that make it meaningful.

After his coffee journey, he studied economics at The Evergreen State College. Though he first entered financial services as a broker, he quickly realized that true value comes from deeper engagement: helping clients craft holistic plans and strategic investment approaches that align with deeper goals. 

His work with well-regarded Seattle wealth management firms sharpened this purpose, culminating in earning his CERTIFIED FINANCIAL PLANNER® certification in 2024. Today at Navigate Financial, he has found his why: guiding small business owners and retirees through one of life's most significant transitions—exiting their careers and businesses and stepping confidently into their next chapters.

Jeremy offers financial planning services through his affiliation with Commonwealth Financial Network®, a Registered Investment Adviser and Broker/Dealer. He believes in financial strategies that are as unique as the people they serve, designing risk-managed, values-driven, and globally diversified portfolios that aim to provide both security and opportunity. Because when we understand not just where we're going, but why, is when we see remarkable things happen.