Jeremy has worked in the financial services industry for the past ten years. Before joining Verity in 2016, he served as a Senior Financial Services Officer with the NC State Employees’ Credit Union. There he held various positions as a mortgage and personal loan underwriter, tax preparer, insurance agent, and investment specialist. Jeremy has also reviewed and submitted tax returns through the IRS-approved Volunteer Income Tax Assistance program since 2012. In 2006, he completed a corporate internship with Merrill Lynch.
Jeremy graduated Summa Cum Laude from Cheyney University of Pennsylvania with a B.S. in Finance in 2008. He is licensed in four lines of insurance including Personal Lines, Health, Life, and LTC/Medicare, and has obtained the Series 7 and Series 66 investment licenses.
While dealing primarily with constructing personal investment and retirement plans for individual clients, he also works with private schools and organizations, small businesses, and nonprofit clients. He has expertise in the areas of debt management and budgeting, insurance, investment, tax, retirement, and estate planning.