Jeremy joined the Concord Wealth Management in late 2019. Having previously been a broker with Mass Mutual while working with Rebecca Rice and Associates.
Jeremy and his wife are also owners of Assisted Living Homes in Scottsdale Arizona. Prior to getting into the financial services industry Jeremy spent twenty plus years in the hotel and hospitality industry. During that time, he worked with the Clinton Global Initiative, The Waste Management Phoenix Open, and Barrett-Jackson Collector Car Auction to name a few.
When he is not helping seniors or financially educating clients with creative money moves. You can find him hiking or Mountain biking in the mountains around Phoenix or just spending quiet at home with his wife and pets.