Professional Background
As a financial professional, Jeremy has experience in working with public educators and their families since 2010 to help them plan for retirement, college savings, non-retirement investments and life insurance planning. Jeremy views clients and their goals from the perspective of family and wants to help them to protect and plan for their future and the future of the people around them.
Jeremy’s straightforward approach works to identify client’s wants and needs and translate them into results. In sitting down with clients, he cultivates conversation to understand their goals and objectives which then helps him to educate and guide them in a way that is easily understood and can set the foundation for their financial decisions. This foundation can then grow and develop over time, leading to an extensive plan that guides clients throughout their phases of life and can help them achieve their short, intermediate and long-term goals.
Education
Jeremy earned a Bachelor of Arts degree in Psychology and Criminal Justice from Widener University in Chester, Pennsylvania.
He holds his FINRA Series 7, 63 and 65 registrations and Life & Health Insurance licenses.
Personal
Jeremy and his wife Dana reside in Manalapan, NJ with their children Jaelynn, Jodi and Jenna.
TPS Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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