Jeremy is a dedicated financial advisor with a passion for building strong relationships and helping clients achieve their financial goals. He earned his CERTIFIED FINANCIAL PLANNER™ certification in December of 2024, and he currently holds his Series 7, 63, and 66 registrations.
He began his professional career at Vanguard in 2021, where he served as an Advisor Support Representative and was subsequently promoted to Senior Financial Advisor, working with clients directly to provide comprehensive financial advice and planning.
Jeremy works closely with clients to help ensure they feel confident in their financial decisions every step of the way. He excels in simplifying complex financial concepts and takes pride in building long term relationships with clients on their financial journey, whether it's planning for retirement, saving for the future, or making smart investment choices.
Jeremy graduated from the University of Delaware, cum laude, in 2021, with Bachelor’s degrees in both Finance and Marketing.
He is originally from South Jersey and enjoys returning there, especially during the summer months when he heads to the beach in Margate, NJ. He enjoys golf, skiing, and running, including competing in the 10-mile Broad Street Run. A passionate fan of Philadelphia sports, Jeremy makes it a point to attend games whenever he has the chance (go birds!).
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Atrium Financial Associates LLC is independent of Osaic Wealth.