Jeremy is passionate about building relationships and helping people simplify and achieve their financial goals. In his nearly 15 years of experience, he has assisted a broad range of clients, including families, trusts, estates, executives and entrepreneurs. Jeremy’s team-oriented approach focuses on creating a lasting client experience through a well-defined financial planning and investment management process. He possesses a broad knowledge base of the financial services industry and has assisted clients in creating strategies in wealth accumulation and protection, retirement planning, tax planning and investment management.
As a graduate of the University of Pittsburgh, Jeremy received his bachelor’s degree with a concentration in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. During his career, he has held various securities licenses including FINRA Series 7, Series, 66, and the State of Florida Life & Health Insurance Certification.