Jeremy has an extensive background working with both institutional and individual clients. In his role as Financial Advisor with Turning Point, he assists small business owners and affluent families in the areas of retirement planning, investment advisory services and estate planning. Jeremy takes pride in providing clarity to clients by finding financial planning options and possible opportunities to be sure his clients make the most knowledgeable decisions for their business and family. Jeremy has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Jeremy currently lives in Mt. Airy, MD and is an alumnus of Hood College. He maintains an emphasis on serving the community and spends time with various organizations like the Mt. Airy Net.