Jeremy focuses much of his time working directly with clients and collaborating with clients’ advisors to execute various aspects of their financial plan such as tax planning strategies associated with complex income and estate related issues. Maintaining close contact with clients to implement/update ongoing cash flow and monitor/challenge other wealth management strategies are some of his most important roles.
When not in the office, Jeremy loves spending time in the outdoors with his wife Karyn and two adult children, Grace and Liam. Keeping physically active skiing, scuba diving, and traveling to remote destinations are just a few of his pursuits when not working with clients.