2 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Vice President,
Financial Advisor
Jeremy joined CAPTRUST in 2020, as a vice president and financial advisor responsible for working with organizations to further enhance their qualified and non-qualified retirement plans. This includes consulting with plan sponsors on investments, fee policy development, participant education program design, and committee member fiduciary training.
Prior to joining CAPTRUST, Jeremy served as a relationship manager and retirement plan consultant for 12 years at Plante Moran, one of the nation’s largest certified public accounting, tax, consulting, and wealth management firms.
Jeremy is passionate about implementing highly customized and successful retirement plans for his clients. He has had the opportunity to speak at numerous industry events on best practices for monitoring retirement plans, fiduciary responsibilities, industry trends, and plan governance. The National Association of Plan Advisors (NAPA) recognized Jeremy with its Aces Award, as one of the top 40 advisors in the nation under 40 years old.
Outside of work, Jeremy loves to travel, golf, attend Michigan State football games, and spend time with his wife and two daughters—especially at their favorite Michigan lakeshore destinations.
The National Association of Plan Advisors (NAPA) recently named 27...
This webinar recording explores the new retirement plan trends and...
Eight CAPTRUST advisors have been named to the National Association...
The National Association of Plan Advisors (NAPA) has announced the...