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”