Jeremy is a financial professional with twenty years of experience in financial services. He earned a Bachelor of Science degree in Economics from St. Mary’s College of Maryland, and a Bachelor of Science degree in Accounting from Western Governors University. His background includes customer service, operations, and compliance, with a focus on optimizing processes and enhancing client services. Jeremy is a Financial Paraplanner Qualified Professional (FPQP) and is working on his Enrolled Agent (EA) designation. In his free time, he enjoys spending time with his family. He also loves skiing, hiking, and relaxing on the beaches of Florida.