Jeremy joined NEPWA in 2014 as a Senior Wealth Advisor. He focuses on coordinating planning and investment strategies to align with each client’s unique objectives.

Jeremy says the best things about working at NEPWA are the people and the relationships he’s built with clients and co-workers. He values the firm’s collaborative culture. While each advisor has close, personal relationships with their clients, the entire NEPWA team works together as one cohesive unit to best serve their clients.

Jeremy is originally from Nashua, NH, and attended Emory University for his undergraduate degree and Babson College for his MBA. Jeremy is a CERTIFIED FINANCIAL PLANNER®.

Away from work, Jeremy enjoys spending time with his niece and nephew, seeing theatre, playing pickleball, following Boston sports, and traveling.