PITTSBURGH: D.B. Root & Company is proud to announce that Jeremy Suschak has been promoted to Financial Advisor. Jeremy has been with D.B. Root since August of 2012. As a Financial Advisor he assists clients in developing their overall financial plans and investment portfolios. He has also played a pivotal role in finalizing D.B. Root’s LifePlan 20/20® Financial Planning Service.
As a certified Financial Planner, Jeremy provides a broad range of assistance to clients including budgeting, planning for retirement, saving for education, tax management and insurance coverage guidance.
David Root, Founder and CEO of D.B. Root & Company, sees a bright future ahead for Suschak: “From the time Jeremy joined our firm four years ago, his determination, thirst for learning and passion for helping clients made him a force within our firm. Our objective at D.B. Root & Company has always been to train and mentor the next generation of Financial Advisors, and Jeremy will be one of its leaders.”
During his tenure at D.B. Root & Company, Jeremy has built relationships with a broad range of clients from young professionals to retirees as an assistant to D.B. Root Vice President David Hoffmann. “The mentoring and guidance I received from the firm, and particularly Dave Hoffmann gave me the opportunity to learn the business from top to bottom, while having access to some of the industry’s best professionals in financial planning, asset management and cutting edge research. It is great to now be assisting my own roster of clients.”
Prior to his employment with D.B. Root & Company Jeremy worked for Northwestern Mutual Financial Network. Jeremy earned his degree in Business Management from the University of Pittsburgh. He is a resident of The South Side and is actively involved in the community.
About D.B. Root & Company
D. B. Root & Company is a fully independent Wealth Management firm. We provide Financial Planning Services via our exclusive LifePlan 20/20® as well as Asset Management to individuals, families and businesses. We offer asset allocation strategies, financial advice including retirement planning, investment management, estate planning, tax planning advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com D.B. Root & Company. (436 Seventh Ave. Suite 2800, Pittsburgh, PA 15219 (412) 227-2800.)