Jeremy joined HB Wealth in June 2026 as a Wealth Advisor, based in HB’s Palm Beach Gardens office. With nearly 20 years in the financial services industry, he is a CFP® professional who believes the strongest financial plans are built on trust, transparency, and long-term relationships. He works closely with individuals, families, business owners, and entrepreneurs, helping them navigate their financial lives with clarity and confidence. What truly drives him is the opportunity to build and foster relationships that last for years. He values being a steady, knowledgeable partner for clients as their lives evolve, their goals shift, and new opportunities emerge.
His planning approach is collaborative and comprehensive, focusing on identifying the most optimal strategies and efficient solutions across all areas of wealth management. His expertise includes tax-efficient planning, retirement strategies, institutional investment management, estate and wealth transfer, multi-generational planning, and gifting and charitable strategies. Whether guiding a family through a major life transition or helping a business owner plan for the future, he brings a thoughtful, relationship-centered approach designed to support clients at every stage of their financial journey.
Before joining HB Wealth, Jeremy held the role of Vice President, Financial Advisor at the registered investment advisory firm Hamilton Capital. He also served as Managing Director of Wealth Management at BDO USA LLP, a prominent firm specializing in tax, audit, and wealth management services.
Jeremy has served on the Executive Leadership Council for Autism Speaks in South Florida, and is a member of the Financial Planning Association and the Palm Beach North Chamber of Commerce.
Jeremy earned a Bachelor’s degree from the University of Pittsburgh. In addition, he is a CFP® professional, holds the Series 66 certification, previously held the Series 7 certification, and holds the Florida Life & Health Insurance license.
In his spare time, Jeremy enjoys spending time with family and friends, including his wife, Lauren, and son, Benjamin.