PRESIDENT / CEO Edgewater Financial
Jeremy is a financial advisor with Edgewater Financial, where he is committed to helping people successfully navigate the world of retirement and insurance planning. Jeremy uses various strategies to help his clients optimize their investment potential, reduce financial risk and preserve their estate for their heirs.
Prior to becoming an advisor, Jeremy worked in the field of social services for nearly 15 years helping people with disabilities find meaningful employment. In 2014, he became an insurance agent for the Knights of Columbus and found that he could fulfill his desire to serve others in a new and meaningful way. Now his career path provides the opportunity for him to more closely align his passion for service with his strong commitment to protect and care for families.
As an independent agent, Jeremy has access to a large network of financial resources and service providers such as elder law attorneys, CPAs and other professionals. His broad base of knowledge puts him in demand to provide guidance on:
Exploring safe money alternatives
Maintaining financial independence throughout retirement
Protecting and preserving hard-earned assets
Providing options that can maximize Social Security benefits
Reducing estate taxes and ensuring legacy plans remain intact
Jeremy is a native of Maine, born in Calais and raised there as well as in Houlton. Currently, he and his wife Maggie reside in Lisbon Falls with their five children. In his spare time, Jeremy enjoys playing with his kids, hiking and traveling. He also volunteers extensively in his church community at the Prince of Peace Parish in Lewiston, has served on the board of directors of a local homeless shelter as well as having been appointed to the Federal Selective Service Board for Androscoggin County.
Professional Credentials & Community Involvement:
- Series 65 Investment Advisor License
- Maine Life and Health Insurance License
- Bachelors Degree in Theology, St. Anselm College, Manchester, NH
- Masters Degree in Counseling, Assumption College, Worcester, MA
- Member of the National Association of Insurance and Financial Advisors
Email Address email@example.com
Phone: (207) 407-4453
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Phone (207) 407-4453
Investment advisory services are offered through Foundations Investment Advisors LLC, a SEC registered investment adviser.