Jeremy Stack, CFP®

Financial Advisor

Experience & Expertise

Jeremy is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ in the firm’s private client group. He works closely with Partner and Practice lead Greg Plechner out of the New Jersey office, helping clients to develop and monitor their investments and financial plans especially as it relates to their personal goals.

Get Better Acquainted With Jeremy

Favorite Thing About Working With Clients

“Learning about their personal stories and how they intersect with their financial condition.”

My Philosophy On Client Service

“Listen and ask great questions. Respond promptly and go out of your way to help and serve the client in any way possible”

New Jersey 
B.S from Penn State University
Morristown, NJ
Penn State University
Veterans of America; Miracle Feet; Mercy Corps
Own Your Stuff
What I Love About Greenspring

"The “Client-First” and “team-first” culture that is established and followed by the senior leadership and filters down to all Green Spring members."

Greenspring News

Greenspring Advisors Merges with $700M RIA in Pennsylvania

Greenspring Advisors is expanding its operations to Pennsylvania announcing the merger with ISI Financial Group, a Lancaster, PA-based RIA that manages more than $700 million in client assets.

Greenspring Advisors Awards $100,000 in Grants | $450,000 Since Program Inception

Celebrating its 10th year, the Greenspring Grant Committee awarded a total of $100,000 to nine organizations committed to addressing workforce &economic development, entrepreneurship, or financial literacy.