As a CERTIFIED FINANCIAL PLANNER™ Professional, Jeremy enjoys helping clients manage their Financial Plan, informed by the wisdom of Scripture. Jeremy believes that money is not an end itself, but a tool that God has given us to accomplish the purposes to which He has called us Jeremy holds both ...more

As a CERTIFIED FINANCIAL PLANNER™ Professional, Jeremy enjoys helping clients manage their Financial Plan, informed by the wisdom of Scripture. Jeremy believes that money is not an end itself, but a tool that God has given us to accomplish the purposes to which He has called us Jeremy holds both Series 7 and 66 security licenses and the CERTIFIED FINANCIAL PLANNER™ designation. He also holds a Pennsylvania Life and Health Insurance license. Jeremy has a Bachelor’s Degree in Christian Ministry, and a Master’s Degree in Theology. A unique fact about Jeremy is that he served as an Associate Pastor at a church, before he became a Wealth Manager. He gave regular care, guidance, and advice to people from a Biblical perspective pertaining to various areas of life. Jeremy started his professional career as a Wealth Manager at The Life Financial Group in 2007. With 10 years of experience, he aims to give a similar type of pastoral-like care, counsel, and guidance to families in the realm of their financial plan. Jeremy believes in the value of having a relationship with a trusted Financial Advisor who can assist with handling the larger financial planning concerns, meet regularly with you to give an assessment of the health of your financial plan, and offer expert advice and counsel on the plan. Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPCless