Jeremy is a Senior Financial Counselor at The Colony Group. His team provides a goal-focused and planning-driven approach to help clients align their lives with their wealth. He is a CERTIFIED FINANCIAL PLANNER™ practitioner a Chartered Retirement Plans Specialist℠, and an Accredited Investment Fiduciary® that spends his time counseling clients’ on tax-efficient diversification strategies, philanthropic planning, cash flow management, retirement planning, risk management and tax planning.
Jeremy brought his expertise to The Colony Group from CapGroup Advisors in 2015. Previously, he was a Founder and Managing Partner at Mentor Wealth Management. Prior to founding Mentor, he served as a Regional Manager for Wealthcare Capital Management’s Institutional Division where he consulted to many of the industry’s most experienced and successful financial advisors, broker dealers, and RIA firms in the areas of practice management, client experience, and goals-based financial planning.
Jeremy is a leader in the Central Virginia Chapter of the Financial Planning Association where he serves as the 2015 Chapter President and Chairman of the annual FPA Forum. He earned a degree in Business Administration from James Madison University. He has also received his Certificate in Financial Planning from Boston University. In his spare time, Jeremy enjoys spending time with his wife and three children, as well as golfing, cycling, and skiing.