Meet Our Team

Focus on what matters most while we help you create a retirement plan that works for you.

Frazie Team

We believe one advisor alone cannot stay in touch with the markets, advise you on your investments, communicate with you, and at the same time handle all other client responsibilities. When you work with our firm, you work with our entire team of coordinated specialists who work together to advise you on your customized wealth strategy.

Our diverse team of financial specialists enables us to think with different viewpoints and make sure we have looked at every opportunity possible for you. With our coordinated team approach, one advisor is always watching your portfolio, another keeping you on track with your financial goals, and a team member calling you to check-up on your current situation.

Frazie Wealth Management gives you talented people to work with who are passionate about their area of your financial situation. Why have just one advisor when you can work with our entire team of specialists?

Jeremy Frazie, CEPA®, CEPA®
Founder & CEO
Jeremy Frazie is a proud lifelong resident of southern Ohio who maintains a genuine sense of gratitude...
Nate Frazie
Wealth Manager
Nate joined the Frazie Wealth Management team in December 2021 as an Associate Advisor. Nate assists...
Erika Frazie
Business Ops./Office Manager
Erika Frazie is the glue that holds the FWM team together. She oversees the operations of business and...
Carrie Roe
Relationship Manager
Carrie joined our team in March 2018 as Client Relationship Manager overseeing client onboarding, new...
Darius Jordan
Advisor Support
Darius joined the Frazie Wealth Management team in the summer of 2024 as Advisor Support. He is a licensed...
Breydan Tilley
Advisor Support
Breydan Tilley, joined the Frazie Wealth Management team in 2024 as Advisor Support. He is a dedicated...
Ryan McGraw
Wealth Manager
Ryan joined the Frazie Wealth Management team in the summer of 2024. His passion for teaching, building...
Jerica Thompson
Client Support Coordinator
Jerica Thompson joined Frazie Wealth Management in February 2024 as a Client Support Coordinator, bringing...

Strategic Partnership

Payne Suter/FWM Partnership

When you work with our firm and strategic partners, you gain access to our entire team of coordinated specialists who collaborate to advise you on your customized wealth strategy.

Our partnership with Payne Suter, CPA’s & Company allows us to fulfill our client’s growing need for advanced tax planning, business planning, and asset protection. Reciprocally, we’re extending our wealth management services to Payne Suter, CPA’s & Company’s clients.

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Frazie Wealth Management.

Skip to content