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Jermetria Robey

Chief Compliance Officer

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About Jermetria Robey

Jermetria applies her 8 years of experience in HR to her work here, helping clients pursue their financial goals. She finds the Brookstone culture of putting clients first to be aligned with her own personal mission. Her goal is to provide the absolute best individualized service to each client that she works with by building authentic, trusting relationships where she gets to know their needs and lifestyle in order to match them with the products and services that maximize their potential.

Jeremetria is also Vice President of Records, Kentucky National Black MBA Association and assists Leaders of Tomorrow. Witnessing the growth and development of young men and women in this organization has been so rewarding for her and prompted her to become even more engaged. She is motivated and rewarded by using her skills to make a difference, whether that difference is made in her non-profit work, or in advising a family in plans for their financial future.

Financial Calculators

Do I have Enough Retirement Money?
Budgeting for a Baby
Building an Education Fund
Emergency Fund
Repaying Student Loans
How Much Will My Savings Grow?
Repaying Student Loans
Do I have Enough Retirement Money?
Do I have Enough Retirement Money?
Budgeting for a Baby
Building an Education Fund
Emergency Fund
Repaying Student Loans
How Much Will My Savings Grow?
Repaying Student Loans

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As fiduciary, fee-based investment managers and financial planners, our success begins with your success. Helping you achieve your goals starts with understanding your desires. This process begins with a complimentary meeting for us to get to know one another. Our goal is to deliver strategies and recommendations designed to decrease unnecessary risk and fees while striving to increase overall probability of success. Click the button below, and let’s get started!

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