Assist in the preparation of comprehensive, goals-based financial plans tailored to the client’s personal and financial circumstances and objectives
Professional Credentials
Certified Financial Planner, CFP®
Education
Temple University, BBA, Finance and Financial Planning
Villanova University School of Law, MTax (pending)
Personal
Jeremy is originally from Tampa, Florida. An avid supporter of the Philadelphia rowing community, he also enjoys cooking and scuba diving in the Caribbean.
