Jeremy joined Beacon Financial in 2009, bringing 15 years of experience in the insurance and financial industry. He has spent the last 10 years exclusively in the qualified retirement plan market helping plan sponsors manage their 401(k), 403(b), Defined Benefit and non-qualified plans. In his career, Jeremy has consulted on plans ranging from start-ups to $80,000,000 in plan assets with multiple locations and thousands of employees. Jeremy's focus as the Director of Beacon Financial's Retirement Plan Services Department is to provide retirement plan solutions to Northeast Ohio employers that benefit both the employer and the participant, with the primary goal being to help participants prepare for retirement.
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.comBeacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO, and the above firms are independent and non-affiliated.
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