Jeremy has been in the financial services industry for over six years and joined Retirement Planning Partners in 2016.
He has found success in genuinely meeting the needs of clients. With nearly a decade in customer service, he has learned to listen to clients, which builds trust-based (long-term) relationships. Whether it's assisting with clients building a financial roadmap in pursuit of a successful future or protecting what is most valuable in this uncertain world, his goal is to assist clients pursue their maximum potential.
Jeremy enjoys the frustrating sport of golf and belongs to an organized volleyball team. He resides in Durham, CT with his wife and their new daughter.
Jeremy is a graduate of Western Connecticut University with a bachelor's degree in Business Management. Jeremy holds a Series 6, 63 and 65 through LPL Financial. He is licensed in CT, FL TX
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