Jeremy joined Private Advisor Group in 2013 with over two decades of experience as a financial advisor. His practice focuses on providing individuals and small businesses with financial life planning, wealth and investment management, estate planning, freelance strategies, as well as tax minimization strategies.
Jeremy graduated from the University of NC with a Bachelor of Science. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificant and holds the Accredited Investment Fiduciary (AIF) designation. He also has earned his Enrolled Agent (EA) designation – the highest credential awarded by the IRS.
Jeremy currently holds Series 6, 7, 24, and 63 FINRA registrations through LPL Financial, and Series 65 registration through Private Advisor Group, LLC. He is also licensed in life, health, disability, and long-term care insurance. He has been named to the Chairman’s Club at LPL Financial each year from 2008 through 2020. This distinction is based on a ranking of all registered advisors supported by LPL Financial and is awarded to less than five percent of the firm’s approximately 16,000 advisors nationwide based on annual production.
Jeremy tries to live his life by this quote from Theodore Roosevelt, “It behooves every man to remember that the work of the critic is of altogether secondary importance, and that, in the end, progress is accomplished by the man who does things.” It is Jeremy’s passion to help his clients ignore the critics and strive for financial independence.
Jeremy resides in North Carolina with his wife, Sara, and children, Lauren, Hollyn, and Landon. He is an avid reader and appreciates fine wines. When he’s not working, he enjoys travelling, and often returns home with a “piece of the culture,” adding to his great collection of rocks. He is a member of both the Winston-Salem Estate Planning Council and Rotary Club, the Wake Forest Planned Giving Advisory Council, and the AANA Foundation Board. Additionally, he is a member of the Financial Services Institute.