As a Financial Advisor, Jeremy assists with 401K plan enrollments and provides participant education on general investment strategies and objectives of investment options available in the plan. He maintains FINRA Series 7 and 63 registrations with LPL Financial.
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.