Combine technical expertise in advanced tax strategies and estate planning with a client-centered approach to create integrated, long-term planning solutions that preserve wealth across generations.
Professional Credentials
Certified Financial Planner, CFP®
Education
Temple University, BBA, Finance and Financial Planning
Villanova University School of Law, MTax, Estate Planning Certification
Personal
Jeremy is based in Tampa, Florida, but is an avid supporter of the Philadelphia rowing community, he also enjoys cooking and scuba diving in the Caribbean.
