Jeremy serves as a Managing Partner at Diversified Financial Advisors, LLC. With a focus on 401(k) plan enrollments, he provides participant education on investment strategies and the objectives of available plan options. Jeremy is dedicated to helping clients navigate their retirement planning with confidence.
The Certified Plan Fiduciary Advisor (CPFA) credential, developed by some of the nation’s leading advisers and retirement plan experts, demonstrates Jeremy's knowledge, expertise and commitment to working with retirement plans. The CPFA credential also affirms Jeremy’s expertise required to act as an investment fiduciary and assist plan fiduciaries in managing their roles and responsibilities.