Jeremy oversees the creation, implementation and support of retirement, estate, and insurance planning strategies for the Central Florida area. His main responsibilities include meeting with Central Florida clients and prospects to discuss their current financial situations, and working with them to develop strong and cohesive strategies to meet their financial goals. Jeremy helps clients define their Retirement, Education, Business, Long Term Care, and Insurance needs, and he works with them to create tailored planning strategies to help meet these needs. Jeremy is a Certified Financial Planner® and a Registered Representative with NFP Securities, Inc. Jeremy also holds an insurance license and received two Bachelors degrees (in Business Management and Jewish Studies) from the University of Florida. Jeremy has been with the firm since 2001.
are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.