Jeremy joined the Retirement Planning group in a Wealth Advisor role in June of 2026. He is a Certified Financial Planner™ (CFP®) with a strong foundation in investment management, financial planning, and client service. He graduated from SUNY Cortland. Prior to joining the team, he spent the last 4 years at Goldman Sachs Ayco as a Wealth Management Associate. He holds his Life, Accident, and Health Insurance License, as well as the Series 7, Series 66, and Securities Industry Essentials (SIE) certifications. He is passionate about helping individuals and families navigate important financial decisions and develop strategies to achieve their long-term goals.
Outside of work Jeremy enjoys watching the Yankees, playing pickleball and spending time with his friends and family