Jeremy comes to StoneRidge Wealth Management with a passion for building client relationships and financial advocacy. With a focus on building plans and strategies in your best interest, I use my diverse experience to get a full, deep understanding of your situation. I am a strong believer in building long-term relationships with each client and helping you fully understand your financial picture and the options available to you (because often, it’s a matter of simply not knowing what your options are).
I joined the financial services industry in 2014, and immediately recognized the need for real, personal connections and financial advocacy. I get it, you’re tired of feeling like an account number or the target of a sales pitch. I think you’ll discover quickly that we do things differently at StoneRidge.
I joined StoneRidge Wealth Management in 2021 and serve clients across the country. I hold my Series 7 & 66 securities licenses, held through LPL Financial, CPFA certification, as well as Life Insurance license in multiple states.
I am welcoming new clients who are interested in more than cookie-cutter portfolio management and one-size-fits-all solutions. Let’s connect.
I enjoy many things in my personal life, none more so than my wife and three kids. I also love to travel (I admit it, I love cruises), playing golf when I can, always trying to expand my universe of knowledge, trivia of all kinds, and way-too-many cooking shows.