CFP®, ChFC®, CASL®, CLU®

Jeremy and his team develop personalized comprehensive financial plans and innovation solutions to help meet their clients' current and long-term goals. Jeremy holds the Chartered Financial Consultant® designation and the CERTIFIED FINANCIAL PLANNER™ certification. He holds a degree in economics from the University of Connecticut.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.