Meet the Team

Jeremy helps clients grow, protect, and preserve wealth across generations by providing holistic financial advice. His expertise includes investment management, estate planning, retirement strategies, and tax-efficient solutions, all tailored to individual goals.

Before joining Fidelity Bank, Jeremy served as Vice President – Investment Specialist at another financial institution. A graduate of Lake Lehman High School (Class of 2005) and Temple University’s Fox School of Business (Class of 2010), he holds a bachelor’s degree and FINRA Series 7 certification.

Jeremy lives in Shavertown with his wife, Megan, their son, Henry, and their Labrador, Mazie. Outside of work, he enjoys jeeps and motorcycles.