Jeremy L. Suschak, CFP®
Financial Advisor / Managing Director, DBR Next / firstname.lastname@example.org
As a CFP, Jeremy works with corporate executives, families and business owners to help them prepare for their future. Jeremy serves as Managing Director of DBR Next. This innovative service is designed specifically to cater to high income earners who are in the early stages of building wealth. In this capacity, he helps clients take action by developing a time-bound financial planning checklist that prioritizes their goals and works with them to implement each part of their plan. Jeremy also leverages his financial planning expertise to serve as the head of the Wealth Builder Advisory Services Team. In this role, he helps clients gain an understanding of their employer benefits, construct appropriate insurance portfolios, maximize their cash flow and build a low cost, transparent investment strategy.
Jeremy joined DBR & CO in 2012 after three years at Northwestern Mutual working as a Financial Representative advising clients on their wealth management and life insurance needs. In 2007 Jeremy began his career as a Financial Advisor for Waddell & Reed.
He is a graduate of The University of Pittsburgh at Bradford. He is a CERTIFIED FINANCIAL PLANNER™ professional.