Designations and Licenses

Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Jeremy provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, he was a wealth advisor with Brinton Eaton. Prior to that, he performed municipal bond research for J. J. Kenny Company and worked for Merrill Lynch.

Jeremy holds a bachelor’s degree in business administration with an emphasis in finance from Susquehanna University. He is the past chair of the National Association of Personal Financial Advisors (NAPFA) Mid-Atlantic Region Board.

Accolades

Jeremy enjoys playing golf and cheering on the Yankees, Eagles and Flyers. He is a member of the Theta Chi fraternity.

Personal Interests

Jeremy is a member of Theta Chi Fraternity and enjoys playing golf and cheering on the Yankees, Eagles and Flyers in his free time.