Jeremy is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER® in the firm’s Private Client Group. Based in the New Jersey office, he works closely with Partner & Practice Lead, Greg Plechner, to assist clients in developing and monitoring their investments and financial plans, particularly in relation to their personal goals. Jeremy has over five years of experience in financial planning, tax planning, investment management, insurance planning, and estate planning.
Get Better Acquainted With Jeremy
Favorite Thing About Working With Clients
“I really enjoy learning about clients’ aspirations and helping them use their financial capital to create visions and goals for their ideal lives.”
My Philosophy On Client Service
“Listen carefully and ask insightful questions. Respond promptly, and go out of your way to assist and serve clients in any way possible.”
B.S from Penn State University
CERTIFIED FINANCIAL PLANNER®
Hometown
Morristown, NJ
Alma Mater
Penn State University
Favorite Philanthropy
Veterans of America Miracle Feet Mercy Corps
Interests
Running
Hiking
Cooking
Sports
Spending time with family
Favorite Greenspring Value
Own Your Stuff
What I Love About Greenspring
"The camaraderie between team members and the company's long-term focus and dedication to provide clients with the highest level of investment and financial planning services.”
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