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Jeremy M. Lipinski

Jeremy M. Lipinski

Financial Advisor and Partner

Jeremy Lipinski

No matter the circumstances talking about money is never easy.  It can be a vulnerable situation that requires effective communication and a great deal of trust.  Earning that trust and getting to know people on an intimate basis is very humbling and the greatest reward.  My goal is to become the proverbial “quarterback” for the clients I serve.   No matter if it’s a question that has nothing to do with Financial Planning, or an advanced question that requires collaboration with other industry professionals, I strive to be the first phone call my clients make.

My wife Jill and our three beautiful children, Joella, Jonah, and Jordy enjoy spending time at the family cabin, fishing, golfing, hockey, skiing, and playing/watching any sport we have time for.